Andrew Hunter, our US Economist discusses the following:
- Will inflation remain benign with the unemployment rate below 4%?
- Does the fiscal stimulus mean the Fed needs to hike rates more aggressively?
- Could a trade war cause significant damage to the economy?
Jennifer McKeown, our Chief European Economist discusses the following:
- Can the euro-zone put the soft first quarter behind it?
- Will a jump in inflation prompt aggressive ECB tightening?
- Have Europe’s structural problems been addressed?
Mark Williams, our Chief Asia Economist discusses the following:
- How much damage would US tariffs do to China’s economy?
- How would China’s leaders react to any further escalation?
- How fast will China’s economy grow over the next decade?
Andrew Kenningham, our Chief Global Economist discusses the following:
- Recap on policy rates
- Developed Markets (Currencies, Bonds & Equities)
- Emerging Markets
Start date: