Latest / The Weekly Briefing from Capital Economics
'Tariff Man' returns, US-China diverging price risks – and is AI triggering a jobs bloodbath?
Tariffs stormed back into the headlines this week as the pause on ‘Liberation Day’ levies expired with a flurry of warnings about steep rate hikes unless deals are struck by 1st August. Group Chief Economist Neil Shearing unpacks the implications, while Head of China Economics Julian Evans-Pritchard provides the view from Beijing. They also explore with David Wilder why inflation is a risk in the US but deflation looms in China, and what policymakers are (and aren’t) doing to fix it.
Also on the show: As warnings mount over AI-driven job losses, Senior Economic Adviser Vicky Redwood separates…
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