Latest Macro Commentary

The Macro Commentaries are based on the FT Blogs by Gavyn Davies.

Macro Commentary

Gavyn Davies' Blog

UK nears recession as Brexit deadline looms

UK nears recession as Brexit deadline looms

July 9, 2019
Business uncertainty is hitting Britain harder than...
World economy still vulnerable despite G20 tariff truce

World economy still vulnerable despite G20 tariff truce

July 2, 2019
Trump-Xi talks neither a saviour nor a...
Should the markets fear a Halloween Brexit?

Should the markets fear a Halloween Brexit?

June 25, 2019
Boris Johnson is more determined than Jeremy...
Should we really be worried about an inverted yield curve?

Should we really be worried about an inverted yield curve?

June 18, 2019
The recession indicator is not perfect but...
The Fed thinks it is 1995 all over again

The Fed thinks it is 1995 all over again

June 11, 2019
Tariffs raise US inflation but the central...
How markets are reacting to the US-China trade war

How markets are reacting to the US-China trade war

June 4, 2019
Last year’s global market panic has not...
Shinzo Abe contemplates one last throw of the economic dice

Shinzo Abe contemplates one last throw of the economic dice

May 21, 2019
With growth weak, Japan’s prime minister weighs...
The Fed grapples with low inflation and trade wars

The Fed grapples with low inflation and trade wars

May 14, 2019
Markets expect rates to be cut but...
Eurozone to rebound on domestic and China stimulus

Eurozone to rebound on domestic and China stimulus

May 7, 2019
Despite lagging the global recovery outlook is...
What you need to know about modern monetary theory

What you need to know about modern monetary theory

April 30, 2019
MMT does not win much respect from...
ECB considers options to combat low inflation

ECB considers options to combat low inflation

April 16, 2019
Draghi’s successor will need new weapons to...
Global economy may still defy the pessimists this year

Global economy may still defy the pessimists this year

April 9, 2019
The sharp slowdown late in 2018 has...