Talk: Macro + markets
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A talk titled Faith, Hope and Carnage: Central banks and financial markets given to the Warwick Economics Society (Jan. 2023).
The UK productivity shortfall in an era of rising labour supply
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An updated and extended version of the paper on UK productivity growth with Garry Young at NIESR. The paper focuses on the role of an expanding labour force and reduced capital deepening in contributing to the UK’s pre-Covid productivity slowdown.
Central bank comms
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A talk on Central bank communications, financial markets and a little data science.
A market-based history of ECB policy events
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An updated and extended version of the note on ECB policy events and their market impact.
The UK productivity shortfall in an era of rising labour supply
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A paper on the UK’s productivity shortfall. The paper is co-authored with Garry Young at NIESR and focuses on the role of an expanding labour force and reduced capital deepening in contributing to the UK’s pre-Covid productivity slowdown.
A market-based history of ECB policy events
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A note on ECB policy events and their market impact. Each ECB policy events is classified based on its financial market reaction. The note illustrates how the pattern of macro news at ECB policy events has changed over time.
A talk on Brexit
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A talk on Brexit given to the Harvard MBA class.
Monetary policy and Covid-19
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The BoE as a forecast targeting central bank and what this means for the BoE’s policy response to Covid-19.
An Economist's View: Working in Finance
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A presentation given at the Warwick Finance Society (October 2019), titled An Economist’s View: Working in Finance
The €A and Pygmalion
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A note on €A institutional reform. The note was written at the height of the €A sovereign and banking crisis in 2012, prior to Mr Draghi’s ‘Whatever it takes’ verbal intervention.