The Capital Economics Conference – San Francisco

Stumbling or soaring? Global growth in the age of populism 08:30      Coffee & registration. 08:55      Introduction. Paul Ashworth, Chief US Economist 09:00      Can the recovery in developed markets be sustained? Paul Ashworth, Chief US Economist
  • Will the euro-zone’s strength force the ECB to change course?
  • Is Japan finally emerging from its lost decade?
  • What form will the UK’s Brexit take?
09:20      How much longer will the US expansion last? Michael Pearce, US Economist
  • Could Trump pull a surprise on tax reform?
  • How will the Fed respond?
  • Has the threat of protectionism passed?
09:40      How do emerging markets fit in? Neil Shearing, Chief Emerging Markets Economist
  • Can the recent recovery in EMs be sustained?
  • How big a threat is Fed tightening and trade protectionism?
  • Can we stop worrying about China?
10:00      Questions & discussion. Chaired by Neil Shearing, Chief Emerging Markets Economist 10:30      Close & Coffee.   For more information, please contact Shannen Puglisi +1 646 934 6250 shannen.puglisi@capitaleconomics.com
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