The US dominates at FT Money’s annual investment panel — much to some participants’ annoyance
Clare Lombardelli says frictions would dent productivity as she voices concerns over domestic inflation
And the sustainability of US growth outperformance
Officials fear rules-based order is under threat as race for US presidency enters final days
But significant downside risks will continue to pose a challenge for policymakers
Political and economic uncertainties drag on business and household mood, Brookings-FT Tiger index shows
Some recent reviews highlight vague language and fuzzy policy
Why what we consider to be economic activity matters
For the first time in two decades, the potential for a step up in western growth is real and promising
We now have an important ingredient for progress that we did not in the past — political will
Beijing’s exponential growth in renewables is propelling a dangerous narrative that masks wider political failure
Causes of the policy panacea remain mysterious but we do know that it is going to require bold ideas
Scarring from a series of shocks generates a defensive mindset that is holding back growth
Consider its scale, scope and speed
Growth is picking up in the short term, but fears are mounting of a stagnant decade, with bleak political consequences
Fund also upgrades inflation forecasts as strong demand and tight labour market delay possible Fed rate cuts
Short-term performance has been surprisingly good but policymakers are walking on eggshells
As western governments shy away from debt reduction and structural reform, investors must reassess their view of ‘safe’ assets
Brookings-FT Tiger index shows ‘positive omens’ for modest pick-up compared with last year
Kristalina Georgieva calls for measures to boost productivity and lower debt to avoid ‘tepid twenties’ era
Since the era of ultra-low interest rates ended, large-scale government borrowing is looking more and more problematic
Further economic growth is possible, but the right policies are needed to unlock it
Also in this newsletter: European Commission chief calls for defence subsidies, Navalny dies in prison, science round-up
Fragilities in the global economic system are real and must be confronted
From demography to technology, we must pay attention to the forces that will certainly shape our future
