Stumbling or soaring? Global growth in the age of populism

08:30     Coffee & registration.

08:55     Introduction.

Jonathan Loynes, Chief Economist

09:00     Can Trump turbo-charge US economic growth?

Paul Ashworth, Chief US Economist

• Is tax reform still coming?
• How will the Fed react?
• How much longer can the current expansion last?

09:15     Has Canada’s economy turned the corner?

David Madani, Senior Canada Economist

• Will export growth improve and is a potential trade war a real danger?
• Will higher oil prices reinvigorate business investment this year?
• Can policymakers prevent the housing bubble from bursting?

09:30     Are Europe’s problems finally over?

Jonathan Loynes, Chief Economist

• Is the euro-zone recovery here to stay?
• When will the ECB follow the Fed?
• Does Brexit threaten the future of Europe?

09:45     Should we stop worrying about China?

Mark Williams, Chief Asia Economist

• How long will the turnaround in China last?
• What impact will this year’s leadership transition have?
• What are the flashpoints to watch for in the years ahead?

10:00     Is the EM recovery the real deal?

Neil Shearing, Chief Emerging Markets Economist

• Will India recover from demonetization?
• Is the consensus now too gloomy on Brazil and Russia?
• How big a threat is trade protectionism?

10:15     Questions & discussion.

Chaired by Jonathan Loynes

10:45     Close and Coffee.