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Developed Markets Forecast Forum

09 May, 2017
The RAC London

Will policy and politics derail global growth?

Programme:

8.30   Coffee & registration

8.55   Introduction

Roger Bootle, Chairman.

9.00   Is the Trump boom still coming?

Andrew Kenningham, Chief Global Economist

  • Will there still be a big fiscal stimulus?
  • Will protectionism help or hinder the US economy?
  • How will the Fed respond?

9.15   Will the euro-zone continue to weather the political storm?

Jennifer McKeown, Chief European Economist

  • Will economic growth hold up despite higher inflation and political risk?
  • Are fears about politics much ado about nothing?
  • Should the ECB change course?

9.30   Is the Bank of Japan’s work done?

Mark Williams, Chief Asia Economist

  • Is inflation on course to hit the BoJ’s target?
  • Could Monetary policy be tightened soon?
  • Is Abenomics succeeding?

9.45   What does it all mean for the markets?

John Higgins, Chief Markets Economist

  • Which bonds shrug off changes in monetary policy?
  • How long will euphoria in stock markets last?
  • when will the rally in the dollar come to an end?

10.00   Questions & discussion.

Chaired by Roger Bootle

10.30   Close & Coffee

 

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