Latest / The Weekly Briefing from Capital Economics
Tariffs deadline looms, Trump’s inflammatory tax bill and why deglobalisation isn't nigh
On the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing joins David Wilder to unpack the key developments in global macro and markets, including:
What to expect as the ‘Liberation Day’ tariff pause approaches expiry
Whether the US and EU can strike a trade deal in time
Why China is central to the US–Vietnam trade agreement
What’s really troubling about the passage of Trump’s “big, beautiful” tax bill
What moves in gilt and sterling markets this week revealed about the UK Labour Party’s fiscal credibility
Also on the show, Senior Global…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.