Gavyn Davies | Financial Times

Sunday, 10 January, 2021

Sunday, 27 December, 2020

Global Economy

The response to secular stagnation will drive the markets post-Covid

Much depends on how much Joe Biden boosts the fiscal stimulus as US president

Sunday, 13 December, 2020

Global Economy

As Covid optimism grows, investors seek to hedge against inflation risk

The global reflation trade means a change of strategy on portfolio protection

Monday, 30 November, 2020

Coronavirus economic impact

The risks of the global Covid debt bridge

Markets seem unconcerned that the pandemic has left borrowing at all-time highs

Sunday, 15 November, 2020

Coronavirus pandemic

Democracies that failed the Covid test will struggle on climate change

Efforts to address both issues are hampered by externalities and behavioural biases

Sunday, 1 November, 2020

Coronavirus economic impact

The future of fiscal policy without traditional constraints

Covid response has shown inflation and interest rates no longer dictate limits on debt

Sunday, 18 October, 2020

Japanese economy

Japan’s Suga inherits an economy stabilised by Abenomics

The country is no longer such an obvious outlier among its peers

Sunday, 4 October, 2020

Global Economy

Global goods sector drives economic recovery

Markets are reflecting sectoral shifts in the world economy as services lag behind manufacturing

Sunday, 20 September, 2020

Global Economy

Expect long-term economic scarring from Covid-19

Forecasts for GDP growth look optimistic, but the risks of permanent losses are worrying

Sunday, 13 September, 2020

Bank of England

The Bank of England’s message on monetary financing needs clarity

The central bank’s gilt purchases have been justified but could pose long-term risks for financial stability

Sunday, 6 September, 2020

US inflation

The Fed risks higher inflation to boost jobs

The US central bank’s new monetary framework takes policy back to the 1960s

Sunday, 2 August, 2020

Global economic recovery

The anatomy of a very brief bear market

Dramatic changes in the equity risk premium may have caused US stock market volatility

Sunday, 19 July, 2020

Coronavirus economic impact

US Covid-19 surge could trigger a double-dip recession

Markets are ignoring the possibility that severe lockdowns may be needed in many states

Sunday, 12 July, 2020

Global Economy

Central banks expand their role to address the crisis

Far from being impotent, they have again been crucial actors in the pandemic

Sunday, 5 July, 2020

US employment

Big data suggests a difficult recovery in US jobs market

Private sources paint a detailed and worrying picture of the labour market after the Covid-19 shock

Sunday, 28 June, 2020

Global Economy

The safe-asset shortage after Covid-19

Demand has outstripped supply since 2009 but the latest crisis may help to redress the balance

Sunday, 21 June, 2020

Global Economy

Will public debt be a problem when the Covid-19 crisis is over?

There is unanimity about macroeconomic policy for now, but not about exit strategy

Sunday, 7 June, 2020

Global Economy

Managing Covid debt mountains is a key task for the next decade

Treasury bond issuance and central bank QE must work in tandem for economic recovery

Sunday, 31 May, 2020

Global Economy

The effects of Covid-19 could deepen secular stagnation

Monetary policy as we know it has become redundant. Central banks’ golden era is probably over

Saturday, 23 May, 2020

Global Economy

Penny-pinching consumers could spell trouble for recovery

US savings rates are pushing towards record highs

Sunday, 17 May, 2020

Global Economy

Why the US jobless surge is worse than in Europe

America’s emergency aid supports those made unemployed instead of preventing lay-offs

Sunday, 3 May, 2020

Global Economy

After lockdowns, economic sunlight or a long hard slog?

Equities imply that economic activity will swiftly return to previous peaks

Tuesday, 28 April, 2020

News in-depthFT Alphaville

Inflation figures are about to get fuzzier

Official data will show prices falling drastically but might not be a fair reflection of what’s really going on.

Sunday, 26 April, 2020

Global Economy

The deflation threat from the virus will be long lasting

Supply lockdowns could cause bigger declines in global demand, with falling prices

Sunday, 19 April, 2020

Global Economy

The SDR is an idea whose time has come

An issue of new special drawing rights would help the world economy, if done correctly

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