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Frankfurt Annual Conference 2017

Andrew Kenningham, our Chief Global Economist, discusses the following:
  • How is the US economy doing under Trump?
  • Will there still be a big fiscal stimulus?
  • How will the Fed respond?
Jennifer McKeown, Chief Europe Economist, discusses the following:
  • Will euro-zone growth withstand higher inflation and political risk?
  • When and how will the ECB change course?
  • What will Brexit mean for Europe?
Mark Williams, Chief Asia Economist, discusses the following:
  • What did the bears get wrong?
  • Should we still be worrying about the renminbi?
  • How fast can China grow over the medium term?
William Jackson, Senior Emerging Markets Economist discusses the following:
  • What’s happening in India, Russia and Brazil?
  • Will Trump crash Mexico’s economy?
  • How much is Emerging Europe dependent on euro-zone strength?
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?
In our Frankfurt Annual Conference, ‘Will policy and politics derail global growth?', we discuss our outlook for the US, Europe and Emerging Markets, and explore the implications for financial markets.
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