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 the issues that investors should be paying more attention to.
Show episodes
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 Economist Neil Shearing is on The Weekly Briefing from Capital Economics to talk to David Wilder about fragilities under the surface of the global economy. He dis
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 episode of the Weekly Briefing to discuss what follows, including why oil prices are set to remain under pressure as the market attention shifts back to fundamen
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. In this week’s podcast, Group Chief Economist Neil Shearing explores the scenarios we've outlined so clients can assess how the Israel-Iran conflict could unfold.
Following Israeli strikes against Iranian nuclear and military targets, and Iranian counterstrikes, Group Chief Economist Neil Shearing lays out what investors should be watching for across macro and markets. Among other issues, Neil also explains:Why – as things stand – this situation shouldn’t influence the Fed meeti
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 front-running are now unwinding. He also discusses how businesses are navigating the ongoing uncertainty and why the Bank of England is trailing the ECB in cutting inter
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 show to talk about what comes next. In their conversation with David Wilder they touch on:Where tariff rates are likely to end up, even as “reciprocal” tariffs