Annual Conference Frankfurt

Will policy and politics derail global growth? Programme: 08.30   Coffee & registration 08.55   Introduction Roger Bootle, Chairman 09.00   Is the Trump boom still coming? Andrew Kenningham, Chief Global Economist

• How is the US economy doing under Trump?
• Will there still be a big fiscal stimulus?
• How will the Fed respond?

09.15   Will the euro-zone’s revival be sustained? Jennifer McKeown, Chief European Economist

• Will euro-zone growth withstand higher inflation and political risk?
• Should the ECB change course?
• What will Brexit mean for Europe?

09.30   Should we still be worrying about China? Mark Williams, Chief Asia Economist

• What did the bears get wrong?
• How would China respond in a trade war?
• Are China's structural problems being resolved?

09.45   Is the EM recovery the real deal? William Jackson, Senior Emerging Markets Economist

• Is the consensus now too bearish on Russia and Brazil?
• Will Trump crash Mexico's economy?
• How will Europe's elections affect CEE?

10.00   What does it all mean for the markets? John Higgins, Chief Markets Economist

• Which markets are most vulnerable to tighter Fed policy?
• Should investors in emerging economies still be worried about Trump?
• How will the dollar fare against other currencies?

10.15   Questions and discussion Chaired by Roger Bootle 10.30   Close and coffee