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  1. Opinion
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  3. Gavyn Davies
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Gavyn Davies

Macro-economics Commentator

This blog is on macro-economics, economic policymaking and the financial markets. It usually appears on Sunday.

Gavyn Davies is now chairman of Fulcrum Asset Management and co-founder of Prisma Capital Partners. He was the head of the global economics department at Goldman Sachs from 1987-2001, and was chairman of the BBC from 2001-2004. He has also served as an economic policy adviser in No 10 Downing Street, an external adviser to the British Treasury, and as a visiting professor at the London School of Economics.

Readers are urged to seek professional advice before making any investments.

@gavyndavies
@gavyndavies

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  • Monday, 19 June, 2017
    Gavyn Davies' blog
    Hammond’s narrow path through Brexit and austerity
    Monday, 19 June, 2017
  • Sunday, 11 June, 2017
    Gavyn Davies' blog
    Global expansion intact, with some slowing in US
    Sunday, 11 June, 2017
  • Tuesday, 6 June, 2017
    Gavyn Davies' blog
    Marvin Goodfriend would be good for the Fed
    Tuesday, 6 June, 2017
  • Saturday, 15 April, 2017
    Gavyn Davies' blog
    President Trump abandons the strong dollar policy
    Saturday, 15 April, 2017
  • Sunday, 9 April, 2017
    Gavyn Davies' blog
    ECB on an even keel — Le Pen permitting
    Sunday, 9 April, 2017
  • Sunday, 2 April, 2017
    Gavyn Davies' blog
    Global surveys or hard data – which are the fake news?

    Will the buoyant growth rates identified by nowcasts be maintained into the future?

    Sunday, 2 April, 2017
  • Sunday, 26 March, 2017
    Gavyn Davies' blog
    The end of global QE is fast approaching
    Sunday, 26 March, 2017
  • Sunday, 19 March, 2017
    Gavyn Davies' blog
    Three ways the economic and financial cycle could end
    Sunday, 19 March, 2017
  • Sunday, 12 March, 2017
    Gavyn Davies' blog
    Fed tightening but no revival of the ‘Greenspan conundrum’
    Sunday, 12 March, 2017
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  • Sunday, 26 February, 2017
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    Sunday, 26 February, 2017
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    US
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    Blogs
    President Le Pen – small risk, big shock
    Sunday, 12 February, 2017
  • Sunday, 5 February, 2017
    Opinion
    Global reflation need not mean higher inflation in 2017
    Sunday, 5 February, 2017
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    Equities
    What the models say about Dow 20,000
    Sunday, 29 January, 2017
  • Monday, 23 January, 2017
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    Sterling’s future under a ‘clean’ Brexit
    Monday, 23 January, 2017
  • Sunday, 15 January, 2017
    US trade
    The worrying macro-economics of US border taxes
    Sunday, 15 January, 2017
  • Sunday, 8 January, 2017
    Opinion
    China and the Fed: how different this time?
    Sunday, 8 January, 2017
  • Monday, 2 January, 2017
    Global economic growth
    Global reflation continues into 2017
    Monday, 2 January, 2017
  • Sunday, 11 December, 2016
    Globalisation
    How should we compensate the losers from globalisation?
    Sunday, 11 December, 2016
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    Sunday, 4 December, 2016
  • Sunday, 27 November, 2016
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    Sunday, 13 November, 2016
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    US economic recovery
    New fiscal theory and the US election
    Sunday, 6 November, 2016
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