Latest / The Weekly Briefing from Capital Economics
Trump’s EU tariff threat, jittery bond markets, UK macro update, gold’s next steps and more
Donald Trump jolted markets on Friday with a threat to slap steep tariffs on the EU. Group Chief Economist Neil Shearing jumped back on the podcast to join David Wilder and unpack whether this is classic brinkmanship – or something more serious. In the original recording, Neil also discusses recent bond market moves following the House’s approval of Trump’s “big, beautiful” tax bill, and reflects on the enduring lessons from Liz Truss’s chaotic spell as UK Prime Minister.
Also on the show:
Paul Dales and Ruth Gregory dissect the UK macro outlook and what's gone wrong with the official data…
The skinny
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