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Capital Economics Weekly BriefingEpisodes
Episodes of Capital Economics Weekly Briefing
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In the aftermath of Joe Biden’s poorly received debate performance, Group Chief Economist Neil Shearing explains the market response and highlights potential economic risks around a second Trump presidency. He also reviews the latest US inflati
In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing previews upcoming US inflation data, outlines the fiscal challenges facing the next UK Chancellor and explains how Chinese manufacturing ov
In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing talks about what’s happening in France and what that means for the bond market. He also assesses the Fed’s June meeting and previews what t
Will the US continue to dominate the global economy in the coming years? Will China or Europe ever catch up? Is the US where investors will continue to see stronger stock market returns? The question of US outperformance runs to the heart of th
The European Central Bank is likely to become the first major advanced economy central bank to cut rates since the end of the pandemic when it meets this Thursday – easing policy ahead of the Federal Reserve and the Bank of England. It’s a move
How important are elections for the trajectory of economies? The latest episode of The Weekly Briefing from Capital Economics explains why the just-announced general election may not be hugely consequential for the UK economy, but also why Sout
In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing addresses the White House announcement of higher tariffs on Chinese goods and what that signals about the direction of the global economic
What’s missing from the China overcapacity row, that UK GDP data and an exclusive inflation briefing
Group Chief Economist Neil Shearing explains what the latest signals from the Bank of England and that Q1 UK GDP report mean in the latest episode of The Weekly Briefing from Capital Economics. He also previews the coming week’s US inflation da
In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing unpacks a tumultuous week that ended on a high. April's soft payrolls report may have given the market much-needed evidence that US disinfl
In the latest episode of The Weekly Briefing, Group Chief Economist Neil Shearing previews the coming week’s Fed meeting, tackles market talk that the next move on the US policy rate could be up, addresses an intriguing report about Fed indepen
In this latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing assesses just how much the global inflation picture has really changed in the wake of that US March CPI print. He talks to David Wilder ab
Janet Yellen lent official voice to resurgent global worries about the threat of Chinese overcapacity when she pointedly criticised Beijing’s overinvestment and underpowered consumption during her trip there earlier this month. But are the US
The EM team has taken over the podcast this week to highlight two of the biggest issues in emerging market investing. William Jackson talks to Shilan Shah about how emerging market economies will fare as fossil fuels are phased out in favour o
Before Neil Shearing gets on to discussing the key takeaways from our latest Global Economic Outlook, he talks to David Wilder about the inflationary risks stemming from the collapse of the Francis Scott Key bridge at Baltimore’s port. The Cap
Germany's economy is in “troubled waters” and doing “dramatically badly” – and those are just the assessments of its economy minister. But are the recessionary conditions in the euro-zone’s biggest economy merely a cyclical blip or signs of dee
A few hot(ish) US inflation prints has spooked the market about how easily the Federal Reserve can get back to its 2% target. In this latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing discusses wh
The good news is our China team has solved a mystery about Chinese property construction: why has it held up so well, even as sales and starts have collapsed? The bad news is that their conclusions point to a painful adjustment with massive imp
China. Inflation. Trump. In this week’s episode of The Weekly Briefing from Capital Economics, Neil Shearing addresses some of the questions which kept coming up during a recent round of client meetings in the Middle East and Asia. (00.00-10:15
For all the blustering about trade wars, the fact is that Donald Trump’s punitive actions against China during his presidency didn’t do much to hurt its economy. But it’ll be a very different story if he wins in November and makes good on his p
In a week in which UK and Japanese data both confirmed two consecutive quarters of contracting GDP, Group Chief Economist Neil Shearing explains why the concept of “recessions” can be unhelpful in understanding the state of economies. He also t
We’re trying a ‘quickfire round’ on this week’s episode of The Weekly Briefing from Capital Economics to get Group Chief Economist Neil Shearing answering the questions that clients have been asking most frequently in recent days:Could inflatio
If Jerome Powell dampened talk of a March rate cut on Wednesday then the January payrolls report on Friday stamped it out for good. In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing dives i
Post-ECB and pre-Fed and Bank of England meetings, Group Chief Economist Neil Shearing explains what 'data dependency' means for central banks as they try to gauge when to begin rate cuts – and to manage the market’s expectations about when tho
Why are markets pushing back on rate cut expectations? How will the ECB play its upcoming meeting? What’s really happening to China’s economy? Group Chief Economist Neil Shearing tackles the big macro and market questions in our latest episode
With US and UK strikes on Houthis in the headlines and Taiwanese voting in their flashpoint election, Group Chief Economist Neil Shearing unpicks what the now- clichéd idea that we live in a “more dangerous world” actually means for thinking th
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