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
Tariffs are back in the headlines after Donald Trump’s latest announcements – but how much of a threat do these new levies really pose? Could they fuel inflation pressures, and is Trump’s trade policy really bringing manufacturing jobs back? Neil Shearing joins David Wilder to assess Trump’s tariff threats, explain why
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 Trump and Xi Jinping, he spoke with David Wilder about how a deal might be struck – and why it would fall short of easing the deeper tensions driving the fractu
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 aside, the evidence argues for fewer rate cuts than markets are pricing in. He talks to David Wilder about the health of the economy, whether the surge in AI inve
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 in the bond market and explains just what recent get-togethers in China signal about a new world order. Also on the show, ahead of a crunch vote for France’s go
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 government leaders be doing now to adapt to an era of economic fracturing? The Fractured Age: How the Return of Geopolitics Will Splinter the Global Economy is publis
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 for easing global imbalances. But are these signals part of a real policy pivot? China Economist Leah Fahy talks to David Wilder about the latest in China’s reba