Monthly Archives: September 2012

Martin Feldstein expresses concerns over the Fed and ECB’s high-risk strategies

Sep 28, 2012

Martin Feldstein, Harvard professor and expert speaker on the global economy, penned an interesting piece in the FT Online opinion pages today. For him, the Fed’s QE3 policy of buying unlimited mortgage-backed securities risks raising inflation and inflation expectations without solving America’s chronic unemployment problem. The danger is that, if QE3 does result in this scenario,

George Magnus sees trouble ahead for China

Sep 14, 2012

Prolific economist and brilliant speaker George Magnus sees clouds on the (not very distant) horizon for China. In an FT op-ed today, he argues that manufacturing trends are moving in the US’s favour. China’s traditional strengths, such as low labour costs, efficient assembly lines, supply chains and economies of scale are fading in the face of rising wages,

Just off the phone with Nigel Farage and Anthony Hilton …

Sep 11, 2012

We’re looking forward to our next Chartwell Breakfast Club discussion at the Royal Automobile Club on the future of the City (Tuesday 18th September). We’ve just been talking through the format and focus with Nigel and Anthony. Areas they are likely to focus on include what needs to happen to the big banks, how does the

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