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
Is the inflation crisis over?
Markets cheered the US June inflation report, with equities rising and yields falling on solid evidence that the forces that drove core inflation to a…
- The Weekly Briefing from Capital Economics
What lies ahead for the global economy and markets?
We've just published our Q3 Outlook reports for the global economy and markets. They tell a fairly grim near-term story of inflation, recession and weaker…
- The Weekly Briefing from Capital Economics
Are greedy firms behind the inflation crisis?
Accusations of ‘greedflation’ are flying thick and fast, fuelling public anger over rising prices, putting executives on the defensive and pressuring…
- The Weekly Briefing from Capital Economics
Is the UK a stagflation outlier?
After that shock CPI report and the Bank of England’s aggressive response, Neil Shearing discusses whether the UK is a high inflation-slow growth outlier…
- The Weekly Briefing from Capital Economics
Property Special – How much more pain to come?
In this special episode of the Capital Economics Weekly Briefing, our team of property economists explain how commercial and housing markets are faring in a…
- The Weekly Briefing from Capital Economics
What are our clients asking us about?
China data for May fell short of expectations and Capital Economics clients want to know what the government’s going to do about it. Our China Drop-In was one…
- The Weekly Briefing from Capital Economics
Why is this economic cycle so weird?
These are not normal economic times and that makes the job of policymakers – and economists – that much harder. Group Chief Economist Neil Shearing talks to…
- The Weekly Briefing from Capital Economics
What's really been behind the US stock market rally?
US stocks ended the week with a broad rally in the wake of the May jobs report, but the S&P 500’s performance this year has been mostly dictated by the…
- The Weekly Briefing from Capital Economics
How did a UK recession just get more likely?
Neil Shearing says the UK’s April CPI report was a “horrorshow”. The Capital Economics Group Chief Economist tells David Wilder why sticky inflation readings…
- The Weekly Briefing from Capital Economics
Whatever happened to the China “growth miracle”?
The cover story of The Economist magazine this past week has been largely based on our long-held view that China’s economic growth would slow to just 2% by the…
- The Weekly Briefing from Capital Economics
Special: What’s wrong with the UK economy (and what will it take to fix it)?
The sick man of Europe. Broken Britain. Stagflation nation. The UK has had an unenviable post-pandemic economic recovery, lagging other advanced economies on…
- The Weekly Briefing from Capital Economics
How worried should we be about the debt ceiling?
The White House and congressional leaders are still working to try to reach agreement on raising the debt ceiling, but there’s no guarantee that a deal will…
- The Weekly Briefing from Capital Economics
How likely is an economic soft landing?
Last week began with another US bank failure and ended with hotter-than-expected headline jobs data. In between, Jerome Powell sounded optimistic about the…
- The Weekly Briefing from Capital Economics
Is China finally willing to budge on debt talks?
After months of resistance, China has been making positive noises around talks on restructuring the debt of a number of EM borrowers. But William Jackson, our…
- The Weekly Briefing from Capital Economics
Just how tight are financial conditions?
It’s one of the big questions in markets after March’s banking sector turmoil but the prevailing guides to financial conditions don’t paint a very clear…
- The Weekly Briefing from Capital Economics
Special: How much trouble is globalisation in?
Julian Evans-Pritchard, our Head of China Economics, talks to Steven Altman, Director of the DHL Initiative on Globalization at NYU Stern’s Center for the…
- The Weekly Briefing from Capital Economics
Where will bank turmoil blowback show up in the data?
How will the ructions in the banking sector be reflected in the data? Tracking the credit impact of March’s events isn’t as straightforward as it appears, says…
- The Weekly Briefing from Capital Economics
How will the bank turmoil come back to bite?
It may be too soon to say that the banking turmoil is definitively over, but it’s not too early to try to understand why events of the past few weeks are going…
- The Weekly Briefing from Capital Economics
The Weekly Briefing: Why is everyone worried about commercial real estate?
Two weeks into the banking sector turmoil and there are few signs that the panic is ending. David Wilder speaks to Neil Shearing about why investors are still…
- The Weekly Briefing from Capital Economics
Special: Does the turmoil end with the Credit Suisse deal?
As the dust began settling on a hastily arranged takeover of Credit Suisse by UBS, our economists briefed clients on what’s next in this recent surge in…
- The Weekly Briefing from Capital Economics
The Weekly Briefing: Has enough been done to end the turmoil?
A rushed deal for UBS to take over embattled rival Credit Suisse ahead of the start of the Monday open is the latest effort by authorities to restore market…
- The Weekly Briefing from Capital Economics
Special: The SVB crisis – What are the risks from here?
Could turmoil in the US banking sector mark the end of Fed rate hikes? What are the contagion risks from the collapse of SVB and Signature Bank? What will the…
- The Weekly Briefing from Capital Economics
SVB's collapse – An isolated case or the next financial crisis?
Was Silicon Valley Bank's failure an isolated case of bad balance sheet management, or does it point to the start of another financial crisis? As policymakers…
- The Weekly Briefing from Capital Economics
Do labour market mysteries point to higher-for-longer rates?
It’s US payrolls week and all eyes will be on whether January’s blowout jobs growth number was just a one-off or confirmation that – despite the Fed’s actions…
- The Weekly Briefing from Capital Economics
Why will India rise but China stall?
By mid-century, India will have risen to become the world’s third biggest economy. But China will remain at number two, despite forecasts that it is set to…
- The Weekly Briefing from Capital Economics
One year on – How has the war changed Europe's economies?
Russia invaded Ukraine a year ago this week, prompting a torrent of prediction about how much this singular moment would change Europe’s economy forever. 12…
- The Weekly Briefing from Capital Economics
How have EMs avoided an old-school debt crisis?
Not only have emerging market economies, for the most part, come through this aggressive global tightening cycle without being plunged into a 1980s or…
- The Weekly Briefing from Capital Economics
Special: What's really happening in the US economy – and what does it mean for markets?
A stunning January jobs report has shifted the market narrative around the US economy, but has the fundamental story really changed that much? And does the…
- The Weekly Briefing from Capital Economics
Are economies through the worst?
In this episode: Forecasts are being revised up, the global tightening cycle is slowing down and markets are cheering. But are things really looking better?…
- The Weekly Briefing from Capital Economics
How are economies faring ahead of the week's big rate decisions?
In this week's episode: It's a big week for markets, with US December payrolls due and the Fed, the ECB and the Bank of England all set to deliver their first…
- The Weekly Briefing from Capital Economics
What does the world economy look like after globalisation?
Headlines have been dominated by talk of what follows this most recent era of globalisation, forming the basis of this year’s Davos meetings and a new IMF…
- The Weekly Briefing from Capital Economics
Special: How bad could it get for property markets in 2023?
This special episode is all about property markets, with Chief Property Economist Andrew Burrell leading wide-ranging discussions about what to expect in 2023…
- The Weekly Briefing from Capital Economics
How much of a game changer is China's reopening?
China’s economy was tied down by the government’s tough zero-COVID regime. And then it wasn’t. The virus appears to have ripped through much of China’s urban…
- The Weekly Briefing from Capital Economics
Could a "petroyuan" dethrone King Dollar?
It was meant to be a discussion all about the upside and downside risks that clients should keep an eye on in 2023. But a growing online debate about attempts…
- The Weekly Briefing from Capital Economics
Special: The Bank of Japan makes its move – what happens now?
The Bank of Japan's last policy meeting of 2022 was a big one, with a surprise announcement of changes to its yield curve control policy. In this special…
- The Weekly Briefing from Capital Economics
Will 2023 be another rollercoaster year for economies and markets?
Say what you want about 2022, but it wasn’t a dull year. After 12 months of geopolitical upheaval, the biggest inflationary spike in decades, central bankers…
- The Weekly Briefing from Capital Economics
Is this endgame for the global monetary tightening cycle?
Last week was a relatively quiet one for markets. The same won’t be said about this coming week. US inflation data and a slew of central bank decisions will…
- The Weekly Briefing from Capital Economics
What do collapsing shipping costs mean for inflation?
The Ever Given made worldwide headlines when it became stuck in the Suez Canal in March 2021. The cargo ship's dilemma symbolised global supply chain…
- The Weekly Briefing from Capital Economics
Special: China's zero-COVID policy at the limits
China's zero-COVID policy is under mounting strain as the economy reels and public anger grows. The government is responding but will it be enough to bring…
- The Weekly Briefing from Capital Economics
Will the global economy dodge a recession?
Recent data releases suggest the global economy is holding up better than anticipated by gloomy forecasts (including ours). But it's far too soon to breathe a…
- The Weekly Briefing from Capital Economics
Is the dollar rally done and dusted?
This year’s has been a dollar rally for the ages, but recent weeks have seen the currency come under pressure. That’s fuelling talk that the greenback is…
- The Weekly Briefing from Capital Economics
Why can't China just ditch zero-COVID?
Despite the rumours, the Chinese government isn't about to abandon zero-COVID. Although new measures to tweak the rules raise hopes of a near-term end to the…
- The Weekly Briefing from Capital Economics
To pivot or not to pivot?
A slew of central bank decisions last week highlighted a range of policy dilemmas at this stage of the tightening cycle, from the impact of higher rates on…
- The Weekly Briefing from Capital Economics
What will the global recession look like?
Central bankers are driving the global economy into its steepest downturn in four decades, barring the GFC and the pandemic. But which economies will be…
- The Weekly Briefing from Capital Economics
Are central banks winning the war against inflation?
David Wilder talks to Group Chief Economist Neil Shearing about the latest on the central bank war on inflation. They discuss what signs of persistently high…
- The Weekly Briefing from Capital Economics
Who decides Chinese economic policy in Xi Jinping's third term?
The Communist Party 20th Congress will accelerate a huge personnel reshuffle throughout the party and the state apparatus, affecting key policymakers including…
- The Weekly Briefing from Capital Economics
How will fracturing reshape the global economy and markets?
Globalisation isn't dead, but it is undergoing a fundamental shift which will reshape the global economy and markets in the years ahead. Group Chief Economist…
- The Weekly Briefing from Capital Economics
What have we learned from Kwasi Kwarteng's budget blunder?
Group Chief Economist Neil Shearing flew from London to Singapore intending to talk global macro with clients there. Instead, his discussions were dominated by…