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Latest Macro Commentary
The Macro Commentaries are based on the FT Blogs by Gavyn Davies.
New Year, New Federal Reserve
December 11, 2018
Forward markets now show only one rate...
Gavyn Davies' Blog
Trade truce provides time for Beijing to stabilise
December 4, 2018
As the US economy slows down, China...
Recessions and bear markets: close relations but not twins
November 27, 2018
Equities have come under pressure even though...
A weakening Europe will not be the global growth locomotive
November 20, 2018
Eurozone returns to ‘old normal’ after last...
No boom, no bust in US housing
November 13, 2018
Higher mortgage rates will not cause a...
Global slowdown begins to look more troublesome
November 6, 2018
October’s collapse in equities may reflect weaker...
Has the market fallen out of love with Donald Trump?
October 30, 2018
The post-election bull market is changing at...
Austerity, Brexit and the Bank of England
October 24, 2018
A no-deal departure from the EU would...
Fed communication glitch triggers market turbulence
October 16, 2018
The US economy is healthy but expensive...
Stronger-for-longer American economy spooks bond investors
October 9, 2018
Nowcasts more robust than elsewhere as Powell...
Hard questions on a second Brexit referendum
October 2, 2018
Labour has shifted its view on a...
Why investors should worry about rising wages
September 25, 2018
Low wage inflation fuelled the bull market...
Can macro policy easing still rescue China?
September 18, 2018
Assets have slumped on misplaced fears that...