skinny.

Latest / The Weekly Briefing from Capital Economics

The global economy's fragile underpinnings plus BYD, DeepSeek and China's productivity problems

A ceasefire in the Middle East. A US-China deal. Relatively benign dataflow. The S&P 500 back at a record high. But are things really looking up? Group Chief Economist Neil Shearing is on The Weekly Briefing from Capital Economics to talk to David Wilder about fragilities under the surface of the global economy. He discusses worldwide fiscal risks, why there’s less to see with that US-China deal and those divisions on the FOMC.

Also on the show, BYD and DeepSeek may be in the spotlight, but their rise reflects deeper structural flaws in China’s economy. They’re a sign of economic success, but…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.