Latest Macro Commentary
The Macro Commentaries are based on the FT Blogs by Gavyn Davies.
Macro Commentary
Gavyn Davies' Blog
A strategy for the dysfunctional US Treasuries market
March 23, 2020
Fed could try yield curve control on...
What should macro policymakers do about the coronavirus?
March 2, 2020
The global economy faces a demand shock...
A crossover of fiscal and monetary policy
February 18, 2020
The twin pillars need to work together...
The Federal Reserve’s new inflation regime
February 11, 2020
Forthcoming decisions on average targeting will determine...
Steven Mnuchin is wrong about climate economics
February 4, 2020
The US Treasury secretary is dismissing the...
Signs of a global recovery in manufacturing are starting to show
January 28, 2020
Markets are right to be optimistic that...
Donald Trump’s trade wars have not been ‘easy to win’
January 28, 2020
The US-China phase one trade deal will...
Central banks begin to grapple with climate change
January 28, 2020
The Fed lags behind the ECB as...
The algorithms’ vision for 2020
January 20, 2020
What should we expect in the economies...
The risks to sterling after the UK general election
November 27, 2019
There is talk of an impending currency...
Can automatic fiscal stabilisers replace monetary policy?
November 19, 2019
The measures could be effective but will...