Gavyn Davies

Sunday, 24 November, 2019

Sunday, 17 November, 2019

Global Economy

Can automatic fiscal stabilisers replace monetary policy?

The measures could be effective but will be politically difficult to implement

Sunday, 10 November, 2019

Global Economy

Can markets repeat the 2016-18 boom?

As global activity stabilises, risk assets have started to recover

Sunday, 3 November, 2019

US interest rates

Here is what’s going on with the yield curve

Bond markets are not convinced that the Federal Reserve has done enough

Sunday, 20 October, 2019

Global Economy

US corporate debt triggers recession concerns

The weakness in company finances is a danger to the rest of the economy

Sunday, 13 October, 2019

Global Economy

China bucks the trend with solid activity growth

Alternative data trackers suggest the country is avoiding other big economies’ gloom

Sunday, 6 October, 2019

US interest rates

Can Trump force the Fed to cut rates?

The central bank has been the target of extraordinary tweets threatening its independence

Sunday, 29 September, 2019

Global Economy

Entrenched uncertainty is a global problem

It started with Brexit but is now depressing worldwide capital investment

Sunday, 22 September, 2019

Federal Reserve

Is the Fed making a mistake on inflation?

Upside and downside both have risks and the FOMC is split on the way forward

Promoted Content

Sunday, 15 September, 2019

Chinese economy

How China dodged a trade war recession

Tariff shock was offset by devaluation and a judicious easing in domestic policy

Sunday, 8 September, 2019

Global Economy

Mario Draghi’s swansong at the ECB

The governor leaves behind a battery of monetary weapons that are now misfiring

Sunday, 28 July, 2019

Global Economy

Global policy adjusts to the surprising effects of trade wars

China was expected to be the main casualty but that has not been the case so far

Sunday, 14 July, 2019

US interest rates

Will the Fed want more than ‘insurance cuts’ in rates?

The FOMC thinks low growth and low inflation may be more persistent than expected

Sunday, 7 July, 2019

Global Economy

UK nears recession as Brexit deadline looms

Business uncertainty is hitting Britain harder than many other economies

Sunday, 30 June, 2019

Global Economy

World economy still vulnerable despite G20 tariff truce

Trump-Xi talks neither a saviour nor a disaster for global growth

Sunday, 23 June, 2019

Brexit

Should the markets fear a Halloween Brexit?

Boris Johnson is more determined than Jeremy Hunt to force a departure on October 31

Sunday, 16 June, 2019

Yield curve

Should we worry about an inverted yield curve?

The recession indicator is not perfect but neither can it be ignored

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

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