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Trying to avoid talking Trump and what an end to the Ukraine war could look like

Discussion on the latest episode of The Weekly Briefing from Capital Economics attempts to avoid any mention of Donald Trump – and fails almost immediately. But Group Chief Economist Neil Shearing’s point is that there is a lot going on in the world besides regime change in Washington. He talks to David Wilder about why inflation is worrying markets, why Chinese stimulus hopes were dashed, and what Nvidia’s earnings say about AI’s potential.

Plus, despite escalation in the war in Ukraine, speculation is also building about an end to fighting when Donald Trump takes office next year. Senior EM…

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