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Annual Conference – Boston

30 April, 2018
Boston Harbor Hotel, 70 Rowes Wharf, Boston, MA 02110

As good as it gets? The outlook for the global economy

08:30     Coffee & registration.

08:55     Introduction.

Jonathan Loynes, Chief Economist

09:00     Is the US economy in danger of overheating?

Paul Ashworth, Chief US Economist

  • Does fiscal stimulus mean the Fed needs to hike rates more aggressively?
  • Can inflation remain benign as unemployment rate dips below 4%?
  • Will Trump’s protectionist rhetoric remain an empty threat?

09:15     Can Europe take up the baton?

Jonathan Loynes, Chief Economist

  •  Is the recovery cyclical or structural?
  • When will the ECB hit the brakes?
  • Is Brexit still a threat to the region?

09:30     The coming slowdown in China

Mark Williams, Chief Asia Economist

  • Can China kick its addiction to debt?
  • Is a strong President Xi positive for reform?
  • What is the outlook for growth over the years ahead?

09:45     What’s the outlook for the rest of the emerging world?

Neil Shearing, Chief Emerging Markets Economist

  • Is the EM recovery built to last?
  • Can we stop worrying about the Fed?
  • How big a threat is trade protectionism?

10:00     Questions and discussion.

Chaired by Jonathan Loynes

10:30     Close & Coffee.

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