Capital Economics Weekly Briefing

Nov 01 2024 121 ep. 23 mins 80
Capital Economics Weekly Briefing Podcast artwork

Capital Economics, a world leading provider of macroeconomic insight, presents The Weekly Briefing – the show with all you need to know about what's happening in the global economy and markets. From the Fed's next move to China's slowdown to the global housing bust, each week, our team of economists take apart the big economic and market stories and highlight the issues that investors should be paying more attention to.

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What this election means for macro and markets and why Rachel Reeves shook gilts

Nov 01 2024 26 mins  
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 wi

Special Episode: UK Budget – Macro impact, market reaction

Oct 30 2024 13 mins  
After weeks of leaking and background briefings, Rachel Reeves finally revealed her debut UK Budget. Paul Dales, Diana Iovanel and Andrew Kenningham held an online client briefing about the Chancellor’s tax, borrowing and spending plans and what they mean for the UK economy and markets. This exclusive extract focuses on:What this Budget means for growth and Bank of England policy

Bond market jitters, UK Budget preview, Trudeau’s immigration U-turn and more

Oct 25 2024 29 mins  
Perhaps the most frequently asked question of the Capital Economics team is around fiscal risks and their implications for financial markets. There were more incoming this past week as Donald Trump looked to be doing better in the polls and more details about the UK Budget trickled out, all against a backdrop of rising bond yields. Group Chief Economist Neil Shearing discusses what

What Trump gets wrong on tariffs, a super-sized ECB rate cut, EV sales vs oil demand and more

Oct 18 2024 30 mins  
Donald Trump says ‘tariff’ is “the most beautiful word in the dictionary”. That’s up for debate – but what’s less arguable is that raising taxes on imports as much as the Republican presidential candidate is threatening would be bad trade policy, according to Group Chief Economist Neil Shearing. He’s on the latest episode of The Weekly Briefing from Capital Economic

Another China stimulus let-down, the Fed and ECB’s next steps, India’s commodities demand and more

Oct 13 2024 23 mins  
It’s a rare thing for a press conference from China’s Minister of Finance to excite quite so much, but there were widespread hopes in markets that Saturday’s briefing from Lan Fo’an would finally provide the details of fiscal easing plans that had been missing from the government’s stimulus pledges so far. Did Minister Lan deliver? Group Chief Economist Neil Shearing give

Larry Adam and Neil Shearing on the global macro/markets outlook

Oct 04 2024 34 mins  
Is the US facing a hard landing, a soft landing or no landing? Have stimulus announcements fundamentally changed the China equities story? How should investors trade risks around the US election?Raymond James CIO Larry Adam joins Group Chief Economist Neil Shearing on the latest episode of The Weekly Briefing from Capital Economics. They talk to David Wilder about the big issues in

Special: Iran's missile strike on Israel and oil market implications

Oct 02 2024 8 mins  
In the wake of Iran’s missile strike on Israel on Tuesday, Deputy Chief EM Economist Jason Tuvey and David Oxley, our Chief Commodities and Climate Economist, talk about implications for the global oil market, including: What an Israeli retaliation against Iranian oil production could mean for prices;The risks around Iran closing the Strait of Hormuz;How far prices would need to

China’s stimulus blizzard, the ECB’s quandary, Kamala Harris' housing plan and more

Sep 27 2024 25 mins  
China’s leadership finally took action this week to staunch the economy’s bleeding with a flurry of stimulus announcements and pledges to do more. But will it be enough? Group Chief Economist Neil Shearing talks to David Wilder about whether the outlook for the Chinese economy has fundamentally shifted as a result of a news-packed few days. He also talks about what the latest E

As the Fed gets cutting, where will rates settle?

Sep 22 2024 21 mins  
After the long-awaited start to the Federal Reserve’s easing cycle, Group Chief Economist Neil Shearing discusses next steps. He answers client questions about the risks of inflation bouncing back and explains why we expect rates to settle at levels much higher than before the pandemic.Also, on the show, Lily Millard and Shilan Shah from our emerging markets team discuss how EM c

Property Special: Retail’s return from the dead and what to expect from its recovery

Sep 17 2024 15 mins  
Reports of retail’s death have been exaggerated. After a long and painful adjustment, the retail’s potential to deliver decent returns means our commercial real estate team now thinks it’ll be the second best performer among the major sectors over our forecast horizon in both the US and UK. CRE Chief Economist Kiran Raichura and Matt Pointon, our UK CRE lead, are on this spec