Nov 01 2024 26 mins 10
Ahead of the year’s big political event, The Weekly Briefing from Capital Economics includes an exclusive clip from our client briefing all about what to expect from the US election. Chief Asia Economist Mark Williams and the team tackle everything from Kamala Harris’ fiscal plans to how the euro could react to which candidate the Chinese Communist Party would prefer to deal with. (Watch the full briefing here.)
Plus, Deputy Chief UK Economist Ruth Gregory discusses why Chancellor Rachel Reeves’ Budget statement has made such waves in the gilt and sterling market, and what it could mean for the Bank of England’s plans to ease monetary policy.
Analysis and events referenced in this episode
Register Now: Drop-In: US election aftermath – Trump vs Harris and the state of union
https://www.capitaleconomics.com/events/drop-us-election-aftermath-trump-vs-harris-and-state-union
Key Issues: US election 2024
https://www.capitaleconomics.com/key-issues/us-election-2024
Will the BoE start to cut interest rates quicker?
https://www.capitaleconomics.com/publications/boe-watch/will-boe-start-cut-interest-rates-quicker
How worrying is the surge in Gilt yields?
https://www.capitaleconomics.com/publications/bonds-equities/how-worrying-surge-gilt-yields
