Latest / The Weekly Briefing from Capital Economics
Macro in a more dangerous world, UK CPI preview, bond vigilantes, and the US energy export surge
With US and UK strikes on Houthis in the headlines and Taiwanese voting in their flashpoint election, Group Chief Economist Neil Shearing unpicks what the now- clichéd idea that we live in a “more dangerous world” actually means for thinking through macro risk.
He discusses with David Wilder our framework for looking at a world that’s fracturing into competing economic blocs and what this means for globalisation, as well as how the US election outcome in November could radically shift the narrative.
Neil also previews the coming week’s UK CPI release and explains what it could mean for the…
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