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
What Powell said at Jackson Hole, China-India ties in a fractured world and more
On the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing and Stephen Brown, our Deputy Chief North America…
- The Weekly Briefing from Capital Economics
After the summer growth scare – The state of the global economy
As markets have come roaring back from the recent growth scare, Group Chief Economist Neil Shearing talks to Jennifer McKeown, Capital Economics’ Chief Global…
- The Weekly Briefing from Capital Economics
Has the global markets storm blown over?
Global markets appear to have stabilised at the end of a week which began with a nasty bout of volatility. But is the selling in equities over or will fears…
- The Weekly Briefing from Capital Economics
Payrolls fallout – The spectre of US recession haunts the stock market
With that grim July payrolls report triggering fresh selling in US stocks and bond buying on Friday, Group Chief Economist Neil Shearing and Deputy Chief…
- The Weekly Briefing from Capital Economics
What to watch in a jam-packed week of market events
Chinese PMI, Australian CPI, euro-zone GDP, the new UK chancellor’s statement to Parliament, the Bank of Japan, the Bank of England, the Fed…it’s a packed week…
- The Weekly Briefing from Capital Economics
Special episode: Who's going to lead the global CRE recovery?
Which commercial real estate markets are set to recover first, and where will recovery be strongest? The Capital Economics real estate team has been looking…
- The Weekly Briefing from Capital Economics
The global IT outage, China’s growth and reform struggles, an update on the inflation battle and more
In the latest episode of The Weekly Briefing from Capital Economics, Chief Global Economist Jennifer McKeown speaks about the macroeconomic implications of the…
- The Weekly Briefing from Capital Economics
'More good data' for the Fed, more election uncertainty and why the ECB won't rush a follow-up
In the latest episode of The Weekly Briefing from Capital Economics, Chief North America Economist Paul Ashworth reflects on a couple of crucial inflation…
- The Weekly Briefing from Capital Economics
UK Election Special Briefing – What will Labour do to fix the economy?
This special episode of The Weekly Briefing from Capital Economics presents our Drop-In briefing to clients the morning after the UK general election. Group…
- The Weekly Briefing from Capital Economics
Biden’s debate stumble and the macro/market context, UK election preview, shipping rates resurgent and more
In the aftermath of Joe Biden’s poorly received debate performance, Group Chief Economist Neil Shearing explains the market response and highlights potential…
- The Weekly Briefing from Capital Economics
Bond markets in election season, the stock market bubble, India economic outlook and more
In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing previews upcoming US inflation data, outlines the…
- The Weekly Briefing from Capital Economics
French turmoil, the Fed and BoE in the election cycle, Europe’s EVs tariffs and more
In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing talks about what’s happening in France and what that…
- The Weekly Briefing from Capital Economics
Spotlight 2024: US outperformance and the future of global macro and markets leadership
Will the US continue to dominate the global economy in the coming years? Will China or Europe ever catch up? Is the US where investors will continue to see…
- The Weekly Briefing from Capital Economics
ECB Special: A key moment in the post-pandemic monetary cycle
The European Central Bank is likely to become the first major advanced economy central bank to cut rates since the end of the pandemic when it meets this…
- The Weekly Briefing from Capital Economics
Election fever, US/euro-zone inflation previews, AI and productivity and more
How important are elections for the trajectory of economies? The latest episode of The Weekly Briefing from Capital Economics explains why the just-announced…
- The Weekly Briefing from Capital Economics
Biden’s latest China salvo, the stock market bubble revisited, UK CPI preview and more
In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing addresses the White House announcement of higher…
- The Weekly Briefing from Capital Economics
What’s missing from the China overcapacity row, that UK GDP data and an exclusive inflation briefing
Group Chief Economist Neil Shearing explains what the latest signals from the Bank of England and that Q1 UK GDP report mean in the latest episode of The…
- The Weekly Briefing from Capital Economics
Payrolls relief, oil and the US election, the RBA’s next move and more
In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing unpacks a tumultuous week that ended on a high…
- The Weekly Briefing from Capital Economics
That Fed rate hike noise, China trip notes and EM FX challenges
In the latest episode of The Weekly Briefing, Group Chief Economist Neil Shearing previews the coming week’s Fed meeting, tackles market talk that the next…
- The Weekly Briefing from Capital Economics
Overcooked inflation fears, the end of the excess savings debate and a global markets briefing
In this latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing assesses just how much the global inflation picture…
- The Weekly Briefing from Capital Economics
Janet Yellen's Beijing trip and the Chinese overcapacity threat
Janet Yellen lent official voice to resurgent global worries about the threat of Chinese overcapacity when she pointedly criticised Beijing’s overinvestment…
- The Weekly Briefing from Capital Economics
Emerging markets special: An EM risk early warning system and EMs and the green transition
The EM team has taken over the podcast this week to highlight two of the biggest issues in emerging market investing. William Jackson talks to Shilan Shah…
- The Weekly Briefing from Capital Economics
Baltimore bridge collapse, our Global Economic Outlook, Trump vs Canada and Mexico and more
Before Neil Shearing gets on to discussing the key takeaways from our latest Global Economic Outlook, he talks to David Wilder about the inflationary risks…
- The Weekly Briefing from Capital Economics
What’s gone wrong with the German economy?
Germany's economy is in “troubled waters” and doing “dramatically badly” – and those are just the assessments of its economy minister. But are the recessionary…
- The Weekly Briefing from Capital Economics
Fed week! The BoJ’s big moment, TikTok and fracturing, Putin’s war economy and more
A few hot(ish) US inflation prints has spooked the market about how easily the Federal Reserve can get back to its 2% target. In this latest episode of The…
- The Weekly Briefing from Capital Economics
The coming collapse of Chinese construction and Fed rate cuts vs the stock bubble
The good news is our China team has solved a mystery about Chinese property construction: why has it held up so well, even as sales and starts have collapsed?…
- The Weekly Briefing from Capital Economics
The coming clash over Chinese oversupply, the UK budget vs the bond market, the carbon price outlook and more
China. Inflation. Trump. In this week’s episode of The Weekly Briefing from Capital Economics, Neil Shearing addresses some of the questions which kept coming…
- The Weekly Briefing from Capital Economics
Trump trade wars, stock market bubbles, Japan's market comeback and the world in 2050
For all the blustering about trade wars, the fact is that Donald Trump’s punitive actions against China during his presidency didn’t do much to hurt its…
- The Weekly Briefing from Capital Economics
How to think about recessions, fiscal shackles, financial instability risks and more
In a week in which UK and Japanese data both confirmed two consecutive quarters of contracting GDP, Group Chief Economist Neil Shearing explains why the…
- The Weekly Briefing from Capital Economics
Inflation rebound risk, bank real estate exposure, Trump trade wars and dollar and EM outlooks
We’re trying a ‘quickfire round’ on this week’s episode of The Weekly Briefing from Capital Economics to get Group Chief Economist Neil Shearing answering the…
- The Weekly Briefing from Capital Economics
A bumper US jobs report, central banks and labour markets and that wave of US CRE loans
If Jerome Powell dampened talk of a March rate cut on Wednesday then the January payrolls report on Friday stamped it out for good. In the latest episode of…
- The Weekly Briefing from Capital Economics
Fed week! China's stimulus blizzard, Houthi inflation risk and more
Post-ECB and pre-Fed and Bank of England meetings, Group Chief Economist Neil Shearing explains what 'data dependency' means for central banks as they try to…
- The Weekly Briefing from Capital Economics
Inflation's "last mile", an ECB preview, China data discrepancies, and maximum bullish on US stocks
Why are markets pushing back on rate cut expectations? How will the ECB play its upcoming meeting? What’s really happening to China’s economy? Group Chief…
- The Weekly Briefing from Capital Economics
Macro in a more dangerous world, UK CPI preview, bond vigilantes, and the US energy export surge
With US and UK strikes on Houthis in the headlines and Taiwanese voting in their flashpoint election, Group Chief Economist Neil Shearing unpicks what the now-…
- The Weekly Briefing from Capital Economics
2024’s uncertain start, US CPI preview, Taiwan's flashpoint election and more
The Fed-triggered financial market exuberance which ended 2023 hasn’t carried into the new year, with yields rising and equities struggling. Group Chief…
- 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…
- The Weekly Briefing from Capital Economics
What could go wrong in 2024, the BoE on Table Mountain and the US housing outlook
The same questions kept coming up in our client briefings on the 2024 outlook and Group Chief Economist Neil Shearing tackles them in this latest episode of…
- The Weekly Briefing from Capital Economics
Where to spot fiscal risks and how to think about US-China economic competition
Group Chief Economist Neil Shearing warns the potential threat to fiscal positions from higher rates is “perhaps the most important question hanging over the…
- The Weekly Briefing from Capital Economics
2024: Weaker growth, cooler inflation, lower rates
Group Chief Economist Neil Shearing tackles what we think will be the key themes for the global economy in 2024, including why the consensus for growth is too…
- The Weekly Briefing from Capital Economics
Special episode – Argentina's election: Shock result...shock therapy?
Does the surprise victory of Javier Milei in Argentina's presidential election mean the country is about to experience a raft of unorthodox economic…
- The Weekly Briefing from Capital Economics
Flavours of recession, Xi vs Biden vs Trump, Jeremy Hunt’s big dilemma
After nearly two years of monetary tightening, debate rages over whether advanced economies are heading for recession. However, as Group Chief Economist Neil…
- The Weekly Briefing from Capital Economics
Calls for 2024, deglobalised pandas, Saudi’s shifting allegiances
Central bankers have a tough task when it comes to communicating with markets – just ask the Bank of England’s Huw Pill, who started the week hinting at rate…
- The Weekly Briefing from Capital Economics
What the global data say, what the central banks said, and Italy’s debt balloon
Group Chief Economist Neil Shearing is back to discuss what the recent data say about the global economic outlook – including October US payrolls and China…
- The Weekly Briefing from Capital Economics
Fed week, the US economic outlook and financial markets at war
It's Fed week and Deputy Chief US Economist Andrew Hunter joins David Wilder to discuss what to expect from the Tuesday-Wednesday FOMC meeting, including how…
- The Weekly Briefing from Capital Economics
5% Treasury yields, geopolitics vs the Fed, China’s dollar dilemma, an AI stock bubble and more
With the 10-year Treasury yield finally hitting 5%, Group Chief Economist Neil Shearing explains the macro risks around rising bond yields, telling David…
- The Weekly Briefing from Capital Economics
Special episode: AI and the global economic order
Which countries are leading the AI race? What role is AI playing amid growing strategic competition between the US and China? Does AI spell doom for EM…
- The Weekly Briefing from Capital Economics
Israel-Gaza and heightened geo-economic risk and what to expect in the post-pandemic rates era
The surprise attack on Israel by Hamas last weekend upended a lot of geopolitical assumptions, but what will this mean for the economic and markets outlook?…
- The Weekly Briefing from Capital Economics
How much more pain for bond markets?
That September US payrolls report has triggered renewed selling in global bond markets. With yields threatening to hit fresh multi-year highs and investors…
- The Weekly Briefing from Capital Economics
The global economic outlook, or why "higher for longer" won't last
Chief Global Economist Jennifer McKeown provides a sneak peek of our upcoming Q4 Global Economic Outlook. She tells David Wilder why “higher for longer” won’t…
- The Weekly Briefing from Capital Economics
Special Episode: Is AI coming for our jobs?
From hope to reality to hype and hysteria. The rapid development and adoption of generative artificial intelligence may be keeping headline writers busy, but…
- The Weekly Briefing from Capital Economics
AI’s productivity boom, central bank rhetoric vs reality, recession risk and more
The potential of artificial intelligence to reshape the global economy is more than just the breathless hype of headline writers. Paul Ashworth, our Chief…
- The Weekly Briefing from Capital Economics
After rate hikes, US economy anomaly, EU vs Chinese EVs and more
We think the Fed and ECB have ended their tightening cycles, and that the Bank of England's will be over by the end of this week. With hikes over, attention…
- The Weekly Briefing from Capital Economics
Huawei’s chip surprise, the energy price spike, Nvidia in India, UK vs Germany
For consumers, it’s the camera lenses on the outside that may draw them to Huawei's Mate 60 Pro. For those tracking shifts in the global macro narrative, it’s…
- The Weekly Briefing from Capital Economics
September's rate decisions, China's stepped up stimulus, and the AI race
As summer holidays draw to a close attention is quickly turning to September’s big central bank decisions. Group Chief Economist Neil Shearing and the team…
- The Weekly Briefing from Capital Economics
Signs of trouble, equities off the boil, those Nvidia earnings and AI’s promise
Group Chief Economist Neil Shearing walks through the summer’s big market themes to discuss the growth outlook, the China slowdown scares and whether the hype…
- The Weekly Briefing from Capital Economics
The bond market disconnect, the fiscal policy outlook and an exclusive China briefing
Government bond yields have been hitting multi-year highs even though data show inflation in retreat and central bankers are preparing to down tools – if they…
- The Weekly Briefing from Capital Economics
Chinese deflation, US July CPI and commodities markets feel the pinch
While China’s latest price reports have markets worrying about deflation, Group Chief Economist Neil Shearing thinks the real issue is what’s happening in core…
- The Weekly Briefing from Capital Economics
Disinflation's mystery, China's structural slowdown and Argentina's risky vote
Economies aren’t doing what Economics 101 says they should be doing, with disinflationary evidence piling up, even as labour markets remain in relatively good…
- The Weekly Briefing from Capital Economics
How big a threat are Chinese EVs to Japan Inc.?
It was one of those turning points in the global economy which deserved more attention: Chinese passenger car exports exceeded Japan’s this past May, powered…
- The Weekly Briefing from Capital Economics
How far will the ECB go to slay its ‘greedy beast’?
The euro-zone may be mired in recession, but that won’t stop the ECB from raising rates again this coming week in order to get inflation – a “greedy beast”…