Latest / The Weekly Briefing from Capital Economics
Risk vs uncertainty in the Middle East, dollar in focus, and new Asia market coverage
What’s going to happen in this Middle East crisis? The fact that no one knows is the key point for investors grappling with an exceptionally fluid situation.
In this week’s podcast, Group Chief Economist Neil Shearing explores the scenarios we've outlined so clients can assess how the Israel-Iran conflict could unfold. He also draws a distinction between risk and uncertainty – a critical distinction that matters when trying to understand the implications of global crises like this one.
Jonas Goltermann, our Deputy Chief Markets Economist, joins to explain how markets have been reacting and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.