Hints and tips:
...S.E. Asia), the deflationary return to the US and UK could be much larger than anticipated....
...Peter Dixon, Commerzbank It has become a tricky call....
...Peter Dixon, Commerzbank: Pretty much the same question we are asking now: How do we explain the puzzle?...
...Peter Dixon, Commerzbank: We can argue about whether it was the right policy at the right time, but having started down this road I see no point in making big changes....
...Kevin Daly, Goldman Sachs: We are broadly optimistic about the medium-term outlook....
...Kevin Daly, Goldman Sachs: We expect GDP growth to moderate from a 4.0 per cent annual pace at the close of 2013 to a 2.5 per cent annual pace by the middle of 2014....
...Peter Dixon, Commerzbank: No. Given that two of the rating agencies stripped the UK of its AAA rating, plan A can hardly be deemed a success....
...But it remains a fact that any job tends to be better than no job and recent business surveys (e.g....
...Peter Dixon, Commerzbank: People ought to worry very much about “Brixit” as it is a critical issue, the consequences of which need to be thought through very carefully....
...Peter Dixon, Commerzbank: Will it? Don’t know. Should it? It depends on what the current mandate is replaced with....
...Kevin Daly, Goldman Sachs: We expect the UK economy to grow by +1.4% next year....
...Tony Dolphin, IPPR: Blaming the slow recovery solely – or even mostly – on a credit crunch – i.e. on the short supply of credit – is wrong....
...It is important to allow the automatic stabilisers to kick in if growth weakens – i.e. not try to fill holes in the finances that are due to economic weakness....
...B of E will still be buying gilts....
...Peter Dixon, Commerzbank: On the supply side, I continue to believe that we need to boost employment among young people....
...Peter Dixon, Commerzbank Now that the dust is beginning to settle, the main risks in my view are structural rather than cyclical: (i) A failure on behalf of individuals and government to recognise that...
...Peter Dixon, Commerzbank Next year will be at least as bad as this year for the property market....
...Kevin Daly, Goldman Sachs I think most people are unduly pessimistic with regard to the long-term impact on potential growth....
...Peter Dixon, Commerzbank In my view, the key to the length and depth of the recession is what happens in the labour market....
...Many of the countries (e.g. Germany) that are still in denial will have a harsh wake-up call....
...Kevin Daly, Goldman Sachs Inflation is likely to turn negative during 2009 as a result of the VAT reduction and base effects in energy prices....
...Brownlow also was on the Woolworths team that successfully repulsed a takeover bid from Dixons and advised on the privatisation of Railtrack....
...Jane Rosenthal, President, Tribeca Productions Dave Roux, Co-Founder, Silver Lake Partners Robert E. Rubin, Member, Office of the Chairman, Citigroup Kevin P....
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