Hints and tips:
...“We’re finding incredible talent out of Denmark, with many vendors focusing largely on sustainability,” says Bridget Mitchell, Bergdorf Goodman’s jewellery buyer....
...Bridget Rosewell, Volterra: Falling house prices are bad news all round. But slower rises and more quantum of house building where people can actually get jobs and earn more would definitely help....
...Bridget Rosewell, Volterra: I don’t believe the output numbers – the stagnation does not feel quite right....
...Bridget Rosewell, Volterra: Yes, we should worry – we will be punished for leaving with trade restrictions....
...Bridget Rosewell, Volterra: London will continue to do well, though racked with uncertainties and fears for financial services (though these are a small part of its assets)....
...Bridget Rosewell, Volterra: He will and he should....
...Bridget Rosewell, Volterra: The balance sheet matters. Both banks and the economy in general got over-exposed....
...Jens Larsen, RBC Capital Markets: The last thing we need right now is a change in the monetary policy regime....
...Jens Larsen, RBC Capital Markets: Credit easing is unlikely to be transformative....
...Jens Larsen, RBC Capital Markets: At some point, we will get a rebound in productivity....
...Jens Larsen, RBC Capital Markets At this point, I do not think there is a lot that can be done on the macro policy front....
...Jens Larsen, RBC Capital Markets: One currency. The UK can’t really insulate itself very well at all, because of the strong trade and financial links....
...Jens Larsen, RBC Capital Markets: Very broadly speaking, 2012 is not going to be much better than 2011....
...Jens Larsen, RBC Capital Markets: The question of whether the deficit reduction strategy is valid is really a moot question now....
...Jens Larsen, RBC Capital Markets The fiscal consolidation will – largely – be on track, though it is certainly possible that the expenditure reduction will disappoint....
...Jens Larsen, RBC Capital Markets House prices are likely to move sideways for some time....
...Bridget Rosewell, Volterra The UK is perhaps more its own master than usual – there are huge opportunities in reshaping public services to provide better outcomes from the bottom up....
...Bridget Rosewell, Volterra Banking regulation is an important issue where populist policies have had too much sway....
...Bridget Rosewell, Volterra Surprises on the upside may well continue – but there will also be some downsides....
...Bridget Rosewell, Volterra I’m not sure the Bank ever had “control” of inflation – the transmission relationship is notoriously uncertain....
...Jens Larsen, RBC Capital Markets The three main risks facing the UK 1. A weak policy response to the crisis in the euro area leading widespread financial instability 2....
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