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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... · Треки: 25 · 7 099 прослушиваний
- AI and economies: from capex boom to productivity payoff2 31722:14
Capital Economics...
- A fragile ceasefire: What next for economies and markets?5 95735:52
Capital Economics...
- Global imbalances, all over again | Gulf economies in crisis5 98535:20
Capital Economics...
- What if the energy shock gets worse? And what to expect from a Warsh-led Fed?2 77330:45
Capital Economics...
- A tough macro backdrop gets tougher. Will equities care?7 01335:21
Capital Economics...
- The Trump-Xi meeting and the limits of a reset | Germany’s overdone pessimism2 58537:45
Capital Economics...
- UK Labour party meltdown, gilt yields and why the bond market always wins3 82129:28
Capital Economics...
- The bond market sell-off has faded. The risks haven't.1 88930:39
Capital Economics...
- A deal at last? What a Hormuz reopening would mean for oil and inflation1 61523:42
Capital Economics...
- Fed hikes, inflation risks and AI stocks4 30927:59
Capital Economics...
- Fed preview: The case for raising rates | Oil's turning point?6 49730:09
Capital Economics...
- Tough economic choices in a fragile peace6 35123:48
Capital Economics...
- AI's macro boost, a hawkish Fed and Burnham's balancing act1 51532:26
Capital Economics...
- From boom to bust: the AI equity rally in its final phase6 81131:59
Capital Economics...
- Jennifer McKeown on where next for the advanced economies4 54526:06
Capital Economics...
- The next oil shock? And China's economy after the GDP miss5 83934:06
Capital Economics...
- Trade wars, shooting wars and the AI investment boom5 22923:47
Capital Economics...
- Kevin Warsh's failure to communicate. Plus: Europe's wildfires3 44127:08
Capital Economics...
- Is a September Fed hike off the table? The yen rescue. EM risks.2 62540:46
Capital Economics...
- A polarised US rate debate, China's lost reform and the £25bn question4 01927:55
Capital Economics...
More By Capital Economics...
- 1
A fragile ceasefire: What next for economies and markets?
Capital Economics... · 5 957 прослушиваний · 35:52
- 2
That hot jobs report and the Fed's September meeting
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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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The great global bond sell-off – causes, consequences and what comes next
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A tough macro backdrop gets tougher. Will equities care?
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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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Tough economic choices in a fragile peace
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