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Annual Conference – Paris 2018

05 June, 2018
Park Hyatt Paris Vendôme

How big are the threats to the global upturn?

08:30     Coffee & registration.

08:55     Introduction.

Roger Bootle, Chairman

09:00     Will the economy continue to withstand Fed tightening?

Andrew Hunter, US Economist

  • How will the Fed respond to the fiscal stimulus?
  • Is rising protectionism a threat?
  • How long can the current expansion last?

09:15     Is the euro-zone’s recovery too good to last?

Jennifer McKeown, European Economist

  • Does the upturn still have further to run?
  • Is inflation about to take off?
  • Have Europe’s structural problems been addressed?

09:30     The coming slowdown in China

Mark Williams, Chief Asia Economist

  • Is China kicking its addiction to debt?
  • Is a strong President Xi positive for reform?
  • How fast will China grow over the years ahead?

09:45     What does it all mean for the markets?

Andrew Kenningham, Chief Global Economist

  • Does the policy outlook spell trouble for Treasuries?
  • Has the dollar had its day?
  • Is a weaker US stock market likely to be contagious?

10:00     Questions & discussion.

Chaired by Roger Bootle

10:30     Close & Coffee.

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