Annual Conference - Stockholm 2018

What will cause the next major global downturn? 08:30 Coffee & registration. 08:55 Introduction. Roger Bootle, Chairman 09:00 What has caused downturns in the past? Roger Bootle, Chairman
  • Is there really a cycle at work?
  • Do downturns always start in the same place?
  • How have the drivers changed over time?
09:15 Will asset prices cause trouble again? Simon Macadam, Global Economist
  • Why have asset prices caused problems in the past?
  • Where are bubbles building?
  • How would banks cope with a fall in asset prices?
09:30 Could EMs cause the next crash? William Jackson, Chief Emerging Markets Economist
  • Where are EM vulnerabilities most acute?
  • What are the contagion risks for developed markets?
  • What would a China hard landing mean for global growth?
09:45 Will a trade war sink the global economy? Neil Shearing, Group Chief Economist
  • How much damage would a trade war inflict?
  • What are the lessons from history?
  • Which economies are most vulnerable?
10:00 Will higher interest rates trigger another downturn? Andrew Kenningham, Chief Global Economist
  •  Is inflation about to pick up?
  • Are equilibrium interest rates set to rebound?
  • Can the world cope with tighter monetary policy?
10:15 Questions & discussion. Chaired by Roger Bootle 10:45 Close & Coffee.
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