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GLOBAL MACRO & CURRENCY MANAGEMENT

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ECU Symposium

On the 3rd of March, ECU held a global macro symposium, "The Big Picture: Seeing the wood for the trees", which took the form of a debate, and was chaired by Jonathan Ferro of Bloomberg Television.

The speakers were:

  • Professor Charles Goodhart, CBE; Economic & Central Bank Policy Adviser
  • Stephen Jen; Institutional Global Macro & FX Overlay Strategies
  • George Magnus; Senior Economic Adviser
  • Kit Juckes; Senior FX & Fixed Income Adviser
  • Neil MacKinnon; Global Macro Strategy Adviser
  • Michael Petley; Chairman of the Global Macro Team

The debate covered the key issues and concerns facing global financial markets in the months ahead and how these would impact on major asset classes, at home and abroad.

Speakers examined the inner workings of the Chinese economy and monetary policy. George Magnus said that "China is going through a difficult transition period", and Michael Petley warned "We cannot expect double digit growth without ramifications. China's shadow banking is out of control, trade finance is out of control."

The panel also discussed the robustness of the UK recovery and its contrast with the broader eurozone, and examined the Fed's actions over the last few years with the benefit of hindsight. Kit Juckes cautioned that the Fed giving the impression that very low interest rates continuing over the next five years would lead back to the conditions that precipitated the financial collapse, and looked forward to the ending of Quantitative Easing.

The event was also covered by Saxo Television who also carried out exclusive interviews with individual panellists after the debate.

These are available on our YouTube channel and are also embedded at the bottom of the page.






George Magnus, ECU's Senior Economic Adviser, speaking at the March 2013 Global Macro Symposium in London and looking deeper into the latest financial figures coming out of China.

Kit Juckes, ECU's Senior FX & Fixed Income Adviser, discusses US employment strength and discusses forward guidance and QE.

George Magnus, ECU's Senior Economic Adviser, and Michael Petley, ECU's Chief Investment Officer, discuss the UK economic recovery and its sustainability.

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