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A "whiff of stagflation", the state of US exceptionalism, and China's weak start to 2025
There’s a “whiff of stagflation” around the US economy – and that’s even before Donald Trump rolls out his reciprocal tariffs plan.
Group Chief Economist Neil Shearing hops off a plane from New York and onto The Weekly Briefing from Capital Economics to give his take on the latest US consumption and price data, to preview March payrolls and to talk about what this all means for the US and global macro outlook. He’s joined by Jonas Goltermann, our Deputy Chief Markets Economist, who explains what all of this means for US markets exceptionalism.
Also on this week’s episode, our China Activity…
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