Latest / The Weekly Briefing from Capital Economics
The Fed gifts the bond market, the EM growth outlook and that COP28 agreement
After the Fed supercharged the bond market’s recovery, Group Chief Economist Neil Shearing talks to David Wilder about issues around 2024’s flagged rate cuts, including the impact of loosening financial conditions as investors front-run policymakers, whether “team transitory” has been proved right, and why the ECB and Bank of England are still sounding decidedly hawkish.
Plus, our EM team sees “unusually large” growth divergence coming for emerging market economies in 2024. Deputy Chief EM Economist Shilan Shah and Assistant Economist Leah Fahy highlight the key takeaways from our latest…
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