Flawed recovery - persistent national habits to create new crisis

London - Tuesday January 19th 2010

Grocers' Hall, Princes Street, London EC2R 8AD

This event is free to clients of Lombard Street Research who have a seminar subscription. Non subscribers are welcome to come for a fee. To make an enquiry please call 020 7382 5970.

Programme

10.30 a.m.      Registration and coffee

11.00 a.m.      Speeches followed by Q and A

12.45 p.m.      Lunch

Timings are approximate

Content

Charles Dumas will outline China’s huge rebound, overheating, coming inflation and tight policy, reverting to export-led growth; America’s dependence on (now government) debt; Europe’s weakness and financial crisis, especially for sterling.

Leigh Skene will describe how weaker US growth since 2000 will persist; how extras debt has yielded little return; and why US inflation is inconceivable.

Stefano di Domizio will describe LSR’s bond/swap/money-market service, and how we look at markets and develop trade ideas, with recent examples.