The Weekly Briefing from Capital Economics

Mar 04 2025 139 ep. 23 mins 91
The Weekly Briefing from Capital Economics 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 decision to China's slowdown to moves in equities, bonds and FX, 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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Tariffs special: The macro implications of Trump's latest trade actions

Mar 04 2025 21 mins  
In light of Donald Trump's decision to push the button on tariffs on China, Mexico and Canada, Group Chief Economist Neil Shearing joins a special episode of the Weekly Briefing from Capital Economics to talk about whether this signals the start of a global trade war. He also discusses what’s coming next and whether signs of US economic weakness could prompt a shift in the White

In the fog of policy uncertainty, China’s National People's Congress, India in Trumpland and more

Feb 28 2025 23 mins  
In the latest Capital Economics Weekly Briefing, Group Chief Economist Neil Shearing breaks down just how the policy uncertainty emanating from the Trump administration is – and isn’t affecting – the global economy. He also previews the February US employment report and whether Musk’s layoffs will impact the national labour market and the opening of this year’s National P

Was that the week that changed the world?

Feb 21 2025 28 mins  
It's been an extraordinary week in geopolitics, with direct US-Russia talks, a war of words between Washington and Kyiv and Europe swept by fears about the end of the US security backstop. But how much has really changed? Group Chief Economist Neil Shearing and Chief Europe Economist Andrew Kenningham are on the Weekly Briefing from Capital Economics to talk about separating the re

Why markets rallied on reciprocal tariffs; Germans to vote in the shadow of Trump, Xi and Putin

Feb 14 2025 34 mins  
Why did markets greet the latest White House tariffs announcement so warmly? Deputy Chief Markets Economist Jonas Goltermann is on The Weekly Briefing from Capital Economics to talk about the influence of Donald Trump’s reciprocal tariffs plan on investor sentiment and discuss where the much-vaunted 'Trump trade' goes from here. The episode’s main item is all about Germany. Wit

Lessons from a drama-filled week in Trumpland, China upends the EM development model and more

Feb 07 2025 22 mins  
It’s been a drama-filled week in Trumpland and Group Chief Economist Neil Shearing is on The Weekly Briefing from Capital Economics to take stock of what happened, what didn’t happen, and the implications for macro and markets.As well as discussing the lessons learned from Donald Trump’s trade actions so far, Neil reviews the latest US labour market data and talks about why E

Special: Trump tariffs unleashed - does a global trade war follow?

Feb 02 2025 12 mins  
Donald Trump ended weeks of speculation on Saturday with the formal announcement of 25% tariffs on Canada and Mexico, and 10% on China. As those countries respond, Group Chief Economist Neil Shearing joins David Wilder on this special episode of The Weekly Briefing from Capital Economics to talk about whether this marks the beginning of a global trade war. Neil addresses the immedi

Trump vs the Fed, the real Stargate story and why oil prices look even shakier

Jan 24 2025 22 mins  
Donald Trump unsurprisingly dominated the news cycle in his first week back in office. To make sense of some of what the president has pledged, threatened and suggested so far, Group Chief Economist Neil Shearing was on The Weekly Briefing from Capital Economics to discuss what we know about tariffs, how global central banks are meant to navigate this more uncertain new environment

An ‘American Carnage’ sequel? Another big year for US stocks, Keir Starmer's AI dreams and more

Jan 17 2025 31 mins  
Group Chief Economist Neil Shearing calls in from Singapore to The Weekly Briefing from Capital Economics to talk about what’s known and unknown about Donald Trump’s policy agenda just days before he is sworn in again. He discusses the tone set by Trump's first inaugural address, what we've learned from recent confirmation hearings and the inflation impact of a gradual rise in

Jobs blowout deepens bond market gloom, Rachel Reeves' sticky fiscal wicket, Trump and the dollar and more

Jan 10 2025 21 mins  
A grim week for bonds was capped by a stunningly hot US jobs report. Group Chief Economist Neil Shearing and Deputy Chief Markets Economist Jonas Goltermann joined the first episode of The Weekly Briefing from Capital Economics of the year to explain what these jobs numbers signal about the health of the US economy and how the Fed could respond. They also discuss the fall-out in gl

The Fed changes tack, why no second Plaza Accord and why markets punished Brazil

Dec 20 2024 27 mins  
The final Weekly Briefing from Capital Economics of the year has Group Chief Economist Neil Shearing making sense of that December Federal Reserve meeting and explaining what the latest PCE data say about the inflation outlook and where rates are heading in 2025. He also addresses why hopes for a sweeping ‘Mar-a-Lago accord’ (or 'Plaza Accord 2.0') that would tackle US-China cu