Gavyn Davies

Sunday, 16 June, 2019

Sunday, 9 June, 2019

US economy

The Fed thinks it is 1995 all over again

Tariffs raise US inflation but the central bank wants insurance against recession

Sunday, 2 June, 2019

Global trade

How markets are reacting to the US-China trade war

Last year’s global market panic has not been repeated this time — yet

Sunday, 19 May, 2019

Japanese economy

Abe contemplates a last throw of the economic dice

With growth weak, Japan’s prime minister weighs a double election and fiscal stimulus

Sunday, 12 May, 2019

US interest rates

Fed grapples with low inflation and trade wars

Markets expect rates to be cut but the FOMC may not agree

Sunday, 5 May, 2019

Global Economy

Eurozone to rebound on domestic and China stimulus

Despite lagging the global recovery the outlook is good

Sunday, 28 April, 2019

Global Economy

What you need to know about modern monetary theory

MMT does not win much respect from economists, but investors should pay attention

Sunday, 14 April, 2019

Eurozone economy

ECB considers options to combat low inflation

Draghi’s successor will need new weapons to reform monetary policy

Sunday, 7 April, 2019

Global economic growth

World economy may still defy the pessimists

The sharp slowdown late in 2018 has stabilised but not yet reversed

Promoted Content

Sunday, 31 March, 2019

Global Economy

Ten years of the great bull market

What does this phenomenal rise in risk assets tell us about the future?

Sunday, 24 March, 2019

Global Economy

US corporate debt is high but not yet dangerous

Financial balance is strong but the leveraged loan market is a pocket of elevated risk

Sunday, 10 March, 2019

Chinese economy

China’s cyclical recovery is picking up steam

Growth rebounds as the threat of trade war recedes and domestic stimulus takes effect

Sunday, 3 March, 2019

US Inflation

Federal Reserve’s fundamental rethink about inflation

Can monetary regime prevent US from morphing into eurozone or Japan in next recession?

Sunday, 24 February, 2019

Global Economy

Alarm bells ring for the Goldilocks world economy

Advanced economies, particularly the eurozone, are still weakening sharply

Sunday, 17 February, 2019

US-China trade dispute

China’s new trade offer is better than a tariff war

Xi Jinping’s plan would turn the country into a deficit economy

Monday, 11 February, 2019

Global Economy

How American women can help the Fed

Female labour participation is rising again, relaxing supply constraints on the economy

Sunday, 3 February, 2019

Opinion

Why is Germany flirting with recession?

China is an important factor but temporary shocks are another cause

Sunday, 27 January, 2019

Global Economy

Will we see a rerun of a market meltdown, just like in 2016?

Many observers believe global recession risks are high this year

Sunday, 20 January, 2019

Global Economy

The Fed’s balance sheet is (mostly) a red herring

QE had significant economic and market impact but QT will not be so important

Sunday, 13 January, 2019

Global Economy

Recessions and bear markets — the terrible twins

A global recession is unlikely this year, unless a bear market causes one

Friday, 4 January, 2019

Federal Reserve

Better late than never, Chairman Powell

Federal Reserve chief indicates the rate pause that could have come in December

Friday, 28 December, 2018

Global Economy

Causes of a bad year for active investors

Markets became much more treacherous in 2018 as the global cycle matured

Sunday, 16 December, 2018

UK inflation

Markets fear faster UK inflation as Brexit looms

Rise in inflation swaps has occurred at a time when those in other major economies have fallen markedly

Sunday, 9 December, 2018

Global Economy

New year, new Federal Reserve

Forward markets now show only one rate hike in 2019

Sunday, 2 December, 2018

Global Economy

Trade truce provides time for Beijing to stabilise

As the US economy slows down, China will be pivotal for global growth in 2019

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