Shows / The Weekly Briefing from Capital Economics
The Weekly Briefing from Capital Economics
Capital Economics, a world-leading provider of macroeconomic insight, presents The Weekly Briefing – the show with all you need to know about what's happening in the global economy and markets. From the Fed's next decision to China's slowdown to moves in equities, bonds and FX, each week, our team of economists take apart the big economic and market stories and highlight those issues that investors should be paying more attention to.
Episodes
- The Weekly Briefing from Capital Economics
US-China talks, LatAm’s crime surge and central bank shifts
There’s plenty of talk about a possible settlement in US-China relations, but Group Chief Economist Neil Shearing urges caution. Ahead of a call between Donald…
- The Weekly Briefing from Capital Economics
US economy pre-Fed health check | Oil prices vs geopolitics
The Fed meets this coming week to decide how much monetary relief the US economy really needs. Group Chief Economist Neil Shearing says that, employment data…
- The Weekly Briefing from Capital Economics
US jobs hit, France’s budget gridlock and China's world order optics
Group Chief Economist Neil Shearing tackles that weak US August Employment report, previews the coming week’s inflation data, talks about what’s been happening…
- The Weekly Briefing from Capital Economics
Neil Shearing on The Fractured Age: How the Return of Geopolitics Will Splinter the Global Economy
What tensions will yet erupt as the US–China economic relationship unravels? What will the global economy look like in 2040? And what should business and…
- The Weekly Briefing from Capital Economics
A Chinese consumption breakthrough? | The global jobs slowdown
China’s government is making louder noises about boosting consumption, a shift that’s critical not just for rebalancing its investment-heavy economy, but also…
- The Weekly Briefing from Capital Economics
China's struggles, Bessent's overreach, Wall Street's climb and India's tariffs hit
Group Chief Economist Neil Shearing tackles the week’s biggest macro and market questions, including: what could Beijing do after more weak China data? Why…
- The Weekly Briefing from Capital Economics
BoE division, data confusion, looming US CPI | Taking Trump’s manufacturing pledges to task
After an extraordinarily divisive Bank of England policy meeting, Group Chief Economist Neil Shearing explores why it’s become so difficult to get a clear read…
- The Weekly Briefing from Capital Economics
That big payrolls miss and the US outlook plus AI's energy demands
Does July's grim US jobs report vindicate the Fed's dissenters who pushed for rate cuts this week? Deputy Chief North America Economist Stephen Brown and…
- The Weekly Briefing from Capital Economics
How the global economy is fracturing under Trump
Donald Trump and his trade war are symptoms, not causes, of a deeper shift in the global economic order. The world has fractured into rival blocs, with the US…
- The Weekly Briefing from Capital Economics
What if Trump fires Powell? | Global inflation signals and the policy outlook
Group Chief Economist Neil Shearing sifts through a deluge of DM inflation data to highlight where tariff effects are coming through, where price pressures…
- 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…
- The Weekly Briefing from Capital Economics
Tariffs deadline looms, Trump’s inflammatory tax bill and why deglobalisation isn't nigh
On the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing joins David Wilder to unpack the key developments in…
- The Weekly Briefing from Capital Economics
The global economy's fragile underpinnings plus BYD, DeepSeek and China's productivity problems
A ceasefire in the Middle East. A US-China deal. Relatively benign dataflow. The S&P 500 back at a record high. But are things really looking up? Group Chief…
- The Weekly Briefing from Capital Economics
Special: A fragile peace takes hold – what next for economies and energy markets?
After Israel and Iran agreed to stop fighting, Group Chief Economist Neil Shearing and Chief Climate and Commodities Economist David Oxley are on this special…
- 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…
- The Weekly Briefing from Capital Economics
Israel-Iran strikes, the Fed’s next steps, US-China trade talks and more
Following Israeli strikes against Iranian nuclear and military targets, and Iranian counterstrikes, Group Chief Economist Neil Shearing lays out what investors…
- The Weekly Briefing from Capital Economics
Are tariffs starting to bite? Plus, the economics of rising defence spending
Group Chief Economist Neil Shearing unpacks the latest data to assess the impact of Donald Trump’s tariffs, including signs that the effects of tariff…
- The Weekly Briefing from Capital Economics
Tariffs on! Tariffs off! Tariffs on! The latest episode in the trade war saga plus data to track the turmoil
After another week of twists and turns in the Trump trade policy roll-out, Stephen Brown from our US team and Jonas Goltermann from our Markets team are on the…
- 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…
- The Weekly Briefing from Capital Economics
Back from the brink – How the global outlook has brightened (and what can still go wrong)
Things are looking up after the US and China de-escalated their trade war, but is the global economy off the hook? In the latest episode of The Weekly Briefing…
- The Weekly Briefing from Capital Economics
US-China trade talks preview, what to make of that US-UK "deal", and the future of Europe
One deal down. Many, many more to go. Except there was less to that much-touted US-UK trade deal than either government is suggesting and far tougher US talks…
- The Weekly Briefing from Capital Economics
There's a trade war on – why aren't the hard data showing it?
If you’re looking for evidence of the negative hit from Donald Trump’s tariffs, you’ll struggle to find it in the hard data. Group Chief Economist Neil…
- The Weekly Briefing from Capital Economics
Reports of King Dollar’s death – exaggerated or inevitable?
Another rollercoaster week in Trumpland wound down with markets buoyant on reports of more White House softening in its approach to tariffs and China taking…
- The Weekly Briefing from Capital Economics
The pause is on! What to expect from the global economy during and after Trump's tariffs pause
Neil Shearing has been in back-to-back meetings with global institutions who – like everyone – are trying to make sense of Trump’s chaotic trade policy…
- The Weekly Briefing from Capital Economics
It's a US-China trade war, after all
As the dust settles after another of week of dramatic policy shifts, the picture that has emerged is a familiar one from Trump's first term: China is the main…
- The Weekly Briefing from Capital Economics
Special: Trump's reciprocal tariffs, China strikes back and a hellish week for markets
At the end of one of Lenin’s “weeks when decades happen”, senior economists from Capital Economics briefed clients on the implications of the news that China…
- The Weekly Briefing from Capital Economics
A "whiff of stagflation", the state of US exceptionalism, and China's weak start to 2025
There’s a “whiff of stagflation” around the US economy – and that’s even before Donald Trump rolls out his reciprocal tariffs plan. Group Chief Economist Neil…
- The Weekly Briefing from Capital Economics
The Mar-a-Lago myth, another crisis in Turkey and Rachel Reeves' under pressure
Could a ‘Mar-a-Lago Accord’ fix what ails the US balance of payments? Group Chief Economist Neil Shearing is on the show this week to tackle the various ideas…
- The Weekly Briefing from Capital Economics
What to make of US recession fears, a Fed preview, our long-term global macro outlook and more
Group Chief Economist Neil Shearing discusses what the latest signals from the US economy say about recession risk. He talks about what the coming week’s…
- The Weekly Briefing from Capital Economics
Tariffs special: The macro implications of Trump's latest trade actions
In light of Donald Trump's decision to push the button on tariffs on China, Mexico and Canada, Group Chief Economist Neil Shearing joins a special episode of…
- The Weekly Briefing from Capital Economics
In the fog of policy uncertainty, China’s National People's Congress, India in Trumpland and more
In the latest Capital Economics Weekly Briefing, Group Chief Economist Neil Shearing breaks down just how the policy uncertainty emanating from the Trump…
- The Weekly Briefing from Capital Economics
Was that the week that changed the world?
It's been an extraordinary week in geopolitics, with direct US-Russia talks, a war of words between Washington and Kyiv and Europe swept by fears about the end…
- The Weekly Briefing from Capital Economics
Why markets rallied on reciprocal tariffs; Germans to vote in the shadow of Trump, Xi and Putin
Why did markets greet the latest White House tariffs announcement so warmly? Deputy Chief Markets Economist Jonas Goltermann is on The Weekly Briefing from…
- The Weekly Briefing from Capital Economics
Lessons from a drama-filled week in Trumpland, China upends the EM development model and more
It’s been a drama-filled week in Trumpland and Group Chief Economist Neil Shearing is on The Weekly Briefing from Capital Economics to take stock of what…
- The Weekly Briefing from Capital Economics
Special: Trump tariffs unleashed - does a global trade war follow?
Donald Trump ended weeks of speculation on Saturday with the formal announcement of 25% tariffs on Canada and Mexico, and 10% on China. As those countries…
- The Weekly Briefing from Capital Economics
Trump vs the Fed, the real Stargate story and why oil prices look even shakier
Donald Trump unsurprisingly dominated the news cycle in his first week back in office. To make sense of some of what the president has pledged, threatened and…
- The Weekly Briefing from Capital Economics
An ‘American Carnage’ sequel? Another big year for US stocks, Keir Starmer's AI dreams and more
Group Chief Economist Neil Shearing calls in from Singapore to The Weekly Briefing from Capital Economics to talk about what’s known and unknown about Donald…
- The Weekly Briefing from Capital Economics
Jobs blowout deepens bond market gloom, Rachel Reeves' sticky fiscal wicket, Trump and the dollar and more
A grim week for bonds was capped by a stunningly hot US jobs report. Group Chief Economist Neil Shearing and Deputy Chief Markets Economist Jonas Goltermann…
- The Weekly Briefing from Capital Economics
The Fed changes tack, why no second Plaza Accord and why markets punished Brazil
The final Weekly Briefing from Capital Economics of the year has Group Chief Economist Neil Shearing making sense of that December Federal Reserve meeting and…
- The Weekly Briefing from Capital Economics
Central bank policy pains, China’s pivot, the market bubble in 2025, geopolitics vs macro and more
In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing outlines the three big policy quandaries facing three…
- The Weekly Briefing from Capital Economics
The World in 2025 – The macro themes that will shape next year
This is a special episode of The Weekly Briefing from Capital Economics all about the themes that will shape the global economy in 2025. Group Chief Economist…
- The Weekly Briefing from Capital Economics
More tariff threats, China and 'Japanification', payrolls preview, India and Trump and more
It was déjà vu all over again this week after a social media post from Donald Trump rattled markets. Group Chief Economist Neil Shearing is on the latest…
- The Weekly Briefing from Capital Economics
Special Episode: What to make of Trump's tariff warning
This special episode of The Weekly Briefing from Capital Economics is an exclusive extract from our online Drop-In briefing following Donald Trump’s threat to…
- The Weekly Briefing from Capital Economics
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…
- The Weekly Briefing from Capital Economics
The economic fallout from tariffs and deportations and what follows the 'Trump bump'
Group Chief Economist Neil Shearing hops off the plane from New York and hops onto the latest episode of The Weekly Briefing from Capital Economics to explain…
- The Weekly Briefing from Capital Economics
Trump up-ends the macro narrative and the Chinese stimulus that wasn’t
As the dust settles on that momentous election, Group Chief Economist Neil Shearing is on The Weekly Briefing from Capital Economics to discuss what is known…
- The Weekly Briefing from Capital Economics
Special Episode: The US election aftermath and Trump's second coming
In the wake of Donald Trump’s stunning election victory, our senior economists briefed clients ahead of the New York open on its macro and market implications…
- The Weekly Briefing from Capital Economics
What this election means for macro and markets and the aftermath of the UK Budget
Ahead of the year’s big political event, The Weekly Briefing from Capital Economics includes an exclusive clip from our client briefing all about what to…
- The Weekly Briefing from Capital Economics
Special Episode: UK Budget – Macro impact, market reaction
After weeks of leaking and background briefings, Rachel Reeves finally revealed her debut UK Budget. Paul Dales, Diana Iovanel and Andrew Kenningham held an…
- The Weekly Briefing from Capital Economics
Bond market jitters, UK Budget preview, Trudeau’s immigration U-turn and more
Perhaps the most frequently asked question of the Capital Economics team is around fiscal risks and their implications for financial markets. There were more…
- The Weekly Briefing from Capital Economics
What Trump gets wrong on tariffs, a super-sized ECB rate cut, EV sales vs oil demand and more
Donald Trump says ‘tariff’ is “the most beautiful word in the dictionary”. That’s up for debate – but what’s less arguable is that raising taxes on imports as…
- The Weekly Briefing from Capital Economics
Another China stimulus let-down, the Fed and ECB’s next steps, India’s commodities demand and more
It’s a rare thing for a press conference from China’s Minister of Finance to excite quite so much, but there were widespread hopes in markets that Saturday’s…
- The Weekly Briefing from Capital Economics
Larry Adam and Neil Shearing on the global macro/markets outlook
Is the US facing a hard landing, a soft landing or no landing? Have stimulus announcements fundamentally changed the China equities story? How should investors…
- The Weekly Briefing from Capital Economics
Special: Iran's missile strike on Israel and oil market implications
In the wake of Iran’s missile strike on Israel on Tuesday, Deputy Chief EM Economist Jason Tuvey and David Oxley, our Chief Commodities and Climate Economist…
- The Weekly Briefing from Capital Economics
China’s stimulus blizzard, the ECB’s quandary, Kamala Harris' housing plan and more
China’s leadership finally took action this week to staunch the economy’s bleeding with a flurry of stimulus announcements and pledges to do more. But will it…
- The Weekly Briefing from Capital Economics
As the Fed gets cutting, where will rates settle?
After the long-awaited start to the Federal Reserve’s easing cycle, Group Chief Economist Neil Shearing discusses next steps. He answers client questions about…
- The Weekly Briefing from Capital Economics
Property Special: Retail’s return from the dead and what to expect from its recovery
Reports of retail’s death have been exaggerated. After a long and painful adjustment, the retail’s potential to deliver decent returns means our commercial…
- The Weekly Briefing from Capital Economics
25 or 50? What the Fed will do, how markets could react, and our new recession indicators
As the much-anticipated start of Fed easing approaches, the debate has centred on whether Powell & Co. will opt for a 25 or a 50-basis point rate cut. On the…
- The Weekly Briefing from Capital Economics
What that payrolls report means for the Fed, the ECB's balancing act, recession risks and more
That August payrolls report was one of the more keenly awaited data releases in a while – but what do its details suggest about how the Fed is likely to start…
- The Weekly Briefing from Capital Economics
August payrolls preview, China's confused policy moves, key risks to watch and more
August’s US employment report release on Friday will be the coming week’s must-watch market event. On the latest episode of The Weekly Briefing from Capital…