We will begin this round with the usual update on global financial markets, looking at the fundamental drivers of their performance and prospects going forwards. With a backdrop of increased political instability and uncertainty around Brexit negotiations, there will be a particular focus on the UK economy.
As the economic cycle matures and the need for loose monetary policy diminishes, we will also discuss how interest rate policy and QE could evolve in major economies, as well as the method and implications of unwinding QE in the US, which has been signalled by the Federal Reserve.
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