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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.
Capital Economics... · Titres : 25 · 11 649 écoutes
- AI and economies: from capex boom to productivity payoff3 68222:14
Capital Economics...
- A fragile ceasefire: What next for economies and markets?9 59735:52
Capital Economics...
- Global imbalances, all over again | Gulf economies in crisis8 71535:20
Capital Economics...
- What if the energy shock gets worse? And what to expect from a Warsh-led Fed?6 86830:45
Capital Economics...
- A tough macro backdrop gets tougher. Will equities care?11 10835:21
Capital Economics...
- The Trump-Xi meeting and the limits of a reset | Germany’s overdone pessimism5 31537:45
Capital Economics...
- UK Labour party meltdown, gilt yields and why the bond market always wins4 73129:28
Capital Economics...
- The bond market sell-off has faded. The risks haven't.4 16430:39
Capital Economics...
- A deal at last? What a Hormuz reopening would mean for oil and inflation2 07023:42
Capital Economics...
- Fed hikes, inflation risks and AI stocks6 58427:59
Capital Economics...
- Fed preview: The case for raising rates | Oil's turning point?10 13730:09
Capital Economics...
- Tough economic choices in a fragile peace9 53623:48
Capital Economics...
- AI's macro boost, a hawkish Fed and Burnham's balancing act1 97032:26
Capital Economics...
- From boom to bust: the AI equity rally in its final phase9 99631:59
Capital Economics...
- Jennifer McKeown on where next for the advanced economies5 00026:06
Capital Economics...
- The next oil shock? And China's economy after the GDP miss8 11434:06
Capital Economics...
- Trade wars, shooting wars and the AI investment boom7 50423:47
Capital Economics...
- Kevin Warsh's failure to communicate. Plus: Europe's wildfires4 35127:08
Capital Economics...
- Is a September Fed hike off the table? The yen rescue. EM risks.3 08040:46
Capital Economics...
- A polarised US rate debate, China's lost reform and the £25bn question6 29427:55
Capital Economics...
More By Capital Economics...
- 1
A fragile ceasefire: What next for economies and markets?
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- 2
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- 3
The bond market sell-off has faded. The risks haven't.
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- 4
AI's macro boost, a hawkish Fed and Burnham's balancing act
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- 5
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- 7
A tough macro backdrop gets tougher. Will equities care?
Capital Economics... · 11 108 écoutes · 35:21
- 8
From boom to bust: the AI equity rally in its final phase
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- 9
A polarised US rate debate, China's lost reform and the £25bn question
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- 10
Tough economic choices in a fragile peace
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