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UK Forecast Forum January 2020

21 January, 2020
The Royal Automobile Club, 89 Pall Mall, London, SW1Y 5HS

Life during the next phase of Brexit

08:30   Coffee & registration.

08:55   Introduction.
Roger Bootle, Chairman

09:00   The shape of the UK’s future trade relationships.
Paul Dales, Chief UK Economist
· What relationship does the UK want and what will the EU agree to?
· Can the UK please both the EU and the US?
· What will it all mean for the economy?

09:15   Will the coming fiscal stimulus deliver much bang for its buck?
Andrew Wishart, UK Economist
· What size and kind of stimulus will the new fiscal rules allow?
· What can we learn from the US fiscal stimulus?
· Will it boost activity and inflation?

09:30   Will the next move in interest rates be up or down?
Ruth Gregory, Senior UK Economist
· How will the Bank juggle Brexit and looser fiscal policy?
· Will it fear a resurgence in inflation?
· What will it learn from the Fed’s recent experience?

09:45   What does the new political landscape mean for UK assets?
Jonas Goltermann, Senior Markets Economist
· How will sterling fare during the next phase of Brexit?
· What will Brexit negotiations and a fiscal stimulus mean for gilts?
· Will UK equities now catch up with the rest of the world?

10:00   Questions & discussion.
Chaired by Roger Bootle

10:30   Close & Coffee.

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