Latest / The Weekly Briefing from Capital Economics
An ‘American Carnage’ sequel? Another big year for US stocks, Keir Starmer's AI dreams and more
Group Chief Economist Neil Shearing calls in from Singapore to The Weekly Briefing from Capital Economics to talk about what’s known and unknown about Donald Trump’s policy agenda just days before he is sworn in again. He discusses the tone set by Trump's first inaugural address, what we've learned from recent confirmation hearings and the inflation impact of a gradual rise in tariffs. Neil also talks about why our China Activity Proxy is telling a different story from official Chinese GDP data and explains why the UK has so much potential in the AI revolution.
Also on the show, fresh from…
The skinny
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