Latest / The Weekly Briefing from Capital Economics
The bond market disconnect, the fiscal policy outlook and an exclusive China briefing
Government bond yields have been hitting multi-year highs even though data show inflation in retreat and central bankers are preparing to down tools – if they haven’t already. Why the disconnect? Group Chief Economist Neil Shearing talks to David Wilder about what’s been happening in the bond market, whether this is why some EMs have been struggling, and what Jerome Powell might say at Jackson Hole this week.
Plus, Global Economist Ariane Curtis has just completed work on the outlook for fiscal policy in developed markets. She talks to Senior Global Economist Simon MacAdam about why policy is…
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