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The Capital Economics Conference – San Francisco

21 September, 2017
Fairmont San Francisco, 8.30am - 10.30am

Stumbling or soaring? Global growth in the age of populism

Topics to be covered will include:

  • US tax reform, deregulation and the impact on Fed policy.
  • Trade policy under the Trump administration.
  • Monetary policy normalization in the US and Europe.
  • China’s turnaround – and why it’s unlikely to last.
  • The prospects for recovery in Brazil, India and Russia.
  • The risks to EMs from higher global interest rates.
  • The implications for bonds, equities and currencies.

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