Latest / The Weekly Briefing from Capital Economics
After rate hikes, US economy anomaly, EU vs Chinese EVs and more
We think the Fed and ECB have ended their tightening cycles, and that the Bank of England's will be over by the end of this week. With hikes over, attention invariably turns to when rates could be cut. Group Chief Economist Neil Shearing explains why investors hoping for clues on timing from central bankers are going to be disappointed.
He also tells David Wilder why the Bank of Japan may seize a chance to raise rates for the first time in 16 years, why hard landing fears around China won’t go away and why Europe’s moves against an influx of electric car imports are about much more than…
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