Latest / The Weekly Briefing from Capital Economics

Maduro’s capture | Is the AI productivity boom here?
The first trading week of 2026 has been a whirlwind of geopolitical shocks and big economic developments. Group Chief Economist Neil Shearing is back on The Weekly Briefing to break down an historic start to the year, including:
The Maduro capture: Neil provides much-needed macro and market context behind the news of Nicolás Maduro’s capture in Venezuela.
AI and US productivity impacts: Whether the "stunning" Q3 US productivity numbers suggest massive AI investments are moving the needle for the US economy – and whether other economies will soon start feeling the benefit.
The labour market…
The skinny
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