The Weekly Briefing from Capital Economics
By Capital Economics
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Episodes: 207
Description
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.
| Episode | Date |
|---|---|
|
Fed preview: The case for raising rates | Oil's turning point?
|
Jun 12, 2026 |
|
Fed hikes, inflation risks and AI stocks
|
Jun 05, 2026 |
|
A deal at last? What a Hormuz reopening would mean for oil and inflation
|
May 29, 2026 |
|
This bond market wobble won't be the last
|
May 22, 2026 |
|
UK Labour party meltdown, gilt yields and why the bond market always wins
|
May 15, 2026 |
|
The Trump-Xi meeting and the limits of a reset | Germany’s overdone pessimism
|
May 08, 2026 |
|
A tough macro backdrop gets tougher. Will equities care?
|
Apr 30, 2026 |
|
What if the energy shock gets worse? And what to expect from a Warsh-led Fed?
|
Apr 24, 2026 |
|
Global imbalances, all over again | Gulf economies in crisis
|
Apr 17, 2026 |
|
A fragile ceasefire: What next for economies and markets?
|
Apr 10, 2026 |
|
AI and economies: from capex boom to productivity payoff
|
Apr 01, 2026 |
|
Global Economic Outlook: Forecasting in the fog of war
|
Mar 26, 2026 |
|
Policy in a time of conflict: Central banks and the growth-inflation trade-off
|
Mar 20, 2026 |
|
Oil, war and economies – Three scenarios for the Middle East conflict
|
Mar 12, 2026 |
|
Middle East conflict, oil prices and that US jobs drop
|
Mar 06, 2026 |
|
Special Episode: Conflict in the Middle East – The key macro and market questions
|
Mar 02, 2026 |
|
Can China finally fix its economic model?
|
Feb 27, 2026 |
|
Supreme Court special: What the Trump tariffs ruling means for macro and markets
|
Feb 20, 2026 |
|
Brown on the US outlook, Gregory on UK politics
|
Feb 13, 2026 |
|
Tech sell-off, AI winners and losers, and reasons to be optimistic about productivity
|
Feb 06, 2026 |
|
Inflation nation – Japan’s turning point and a critical election
|
Feb 03, 2026 |
|
Special Episode: What Kevin Warsh would mean for the Fed
|
Jan 30, 2026 |
|
A new world order? | Why Russia’s economy won’t stop the war
|
Jan 23, 2026 |
|
Neil Shearing on China’s trillion dollar surplus; Leah Fahy on China's AI race
|
Jan 16, 2026 |
|
Maduro’s capture | Is the AI productivity boom here?
|
Jan 09, 2026 |
|
Special: Global CRE outlook – Where to find returns in a uniquely weak recovery
|
Dec 22, 2025 |
|
Dodgy data, all flavour of rate move and a bubble that will keep inflating (for now)
|
Dec 19, 2025 |
|
Special episode: The World in 2026 – Key drivers, key risks in global macro
|
Dec 12, 2025 |
|
Can Europe compete in a fractured world?
|
Dec 05, 2025 |
|
UK Budget: The Missing Growth Story | China: The Investment Mystery
|
Nov 27, 2025 |
|
More AI bubble fears, the UK Budget countdown and Saudi Arabia’s global pivot
|
Nov 21, 2025 |
|
Is AI killing jobs, and when does the growth payoff arrive?
|
Nov 14, 2025 |
|
The Rachel Reeves tax threat, the Supreme Court tariffs test and the fate of the AI boom
|
Nov 07, 2025 |
|
Driving in fog, standing on ice: The Fed and the fragile trade truce
|
Oct 31, 2025 |
|
Trump and Xi, CPI and the Fed, oil and sanctions
|
Oct 24, 2025 |
|
US–China trade war – What’s driving the latest escalation
|
Oct 17, 2025 |
|
The AI frenzy, Japan’s market shock and France’s political storm
|
Oct 10, 2025 |
|
Global Outlook: US leads, Europe lags | China’s equities boom
|
Oct 03, 2025 |
|
Tariffs, rates… and an Argentina rescue
|
Sep 26, 2025 |
|
US-China talks, LatAm’s crime surge and central bank shifts
|
Sep 19, 2025 |
|
US economy pre-Fed health check | Oil prices vs geopolitics
|
Sep 12, 2025 |
|
US jobs hit, France’s budget gridlock and China's world order optics
|
Sep 05, 2025 |
|
Neil Shearing on The Fractured Age: How the Return of Geopolitics Will Splinter the Global Economy
|
Aug 28, 2025 |
|
A Chinese consumption breakthrough? | The global jobs slowdown
|
Aug 22, 2025 |
|
China's struggles, Bessent's overreach, Wall Street's climb and India's tariffs hit
|
Aug 15, 2025 |
|
BoE division, data confusion, looming US CPI | Taking Trump’s manufacturing pledges to task
|
Aug 08, 2025 |
|
That big payrolls miss and the US outlook plus AI's energy demands
|
Aug 01, 2025 |
|
How the global economy is fracturing under Trump
|
Jul 24, 2025 |
|
What if Trump fires Powell? | Global inflation signals and the policy outlook
|
Jul 18, 2025 |
|
'Tariff Man' returns, US-China diverging price risks – and is AI triggering a jobs bloodbath?
|
Jul 11, 2025 |
|
Tariffs deadline looms, Trump’s inflammatory tax bill and why deglobalisation isn't nigh
|
Jul 04, 2025 |
|
The global economy's fragile underpinnings plus BYD, DeepSeek and China's productivity problems
|
Jun 27, 2025 |
|
Special: A fragile peace takes hold – what next for economies and energy markets?
|
Jun 24, 2025 |
|
Risk vs uncertainty in the Middle East, dollar in focus, and new Asia market coverage
|
Jun 20, 2025 |
|
Israel-Iran strikes, the Fed’s next steps, US-China trade talks and more
|
Jun 13, 2025 |
|
Are tariffs starting to bite? Plus, the economics of rising defence spending
|
Jun 06, 2025 |
|
Tariffs on! Tariffs off! Tariffs on! The latest episode in the trade war saga plus data to track the turmoil
|
May 30, 2025 |
|
Trump’s EU tariff threat, jittery bond markets, UK macro update, gold’s next steps and more
|
May 23, 2025 |
|
Back from the brink – How the global outlook has brightened (and what can still go wrong)
|
May 16, 2025 |
|
US-China trade talks preview, what to make of that US-UK "deal", and the future of Europe
|
May 09, 2025 |
|
There's a trade war on – why aren't the hard data showing it?
|
May 02, 2025 |
|
Reports of King Dollar’s death – exaggerated or inevitable?
|
Apr 25, 2025 |
|
The pause is on! What to expect from the global economy during and after Trump's tariffs pause
|
Apr 17, 2025 |
|
It's a US-China trade war, after all
|
Apr 11, 2025 |
|
Special: Trump's reciprocal tariffs, China strikes back and a hellish week for markets
|
Apr 04, 2025 |
|
A "whiff of stagflation", the state of US exceptionalism, and China's weak start to 2025
|
Mar 28, 2025 |
|
The Mar-a-Lago myth, another crisis in Turkey and Rachel Reeves' under pressure
|
Mar 21, 2025 |
|
What to make of US recession fears, a Fed preview, our long-term global macro outlook and more
|
Mar 14, 2025 |
|
Tariffs special: The macro implications of Trump's latest trade actions
|
Mar 04, 2025 |
|
In the fog of policy uncertainty, China’s National People's Congress, India in Trumpland and more
|
Feb 28, 2025 |
|
Was that the week that changed the world?
|
Feb 21, 2025 |
|
Why markets rallied on reciprocal tariffs; Germans to vote in the shadow of Trump, Xi and Putin
|
Feb 14, 2025 |
|
Lessons from a drama-filled week in Trumpland, China upends the EM development model and more
|
Feb 07, 2025 |
|
Special: Trump tariffs unleashed - does a global trade war follow?
|
Feb 02, 2025 |
|
Trump vs the Fed, the real Stargate story and why oil prices look even shakier
|
Jan 24, 2025 |
|
An ‘American Carnage’ sequel? Another big year for US stocks, Keir Starmer's AI dreams and more
|
Jan 17, 2025 |
|
Jobs blowout deepens bond market gloom, Rachel Reeves' sticky fiscal wicket, Trump and the dollar and more
|
Jan 10, 2025 |
|
The Fed changes tack, why no second Plaza Accord and why markets punished Brazil
|
Dec 20, 2024 |
|
Central bank policy pains, China’s pivot, the market bubble in 2025, geopolitics vs macro and more
|
Dec 13, 2024 |
|
The World in 2025 – The macro themes that will shape next year
|
Dec 05, 2024 |
|
More tariff threats, China and 'Japanification', payrolls preview, India and Trump and more
|
Nov 29, 2024 |
|
Special Episode: What to make of Trump's tariff warning
|
Nov 27, 2024 |
|
Trying to avoid talking Trump and what an end to the Ukraine war could look like
|
Nov 22, 2024 |
|
The economic fallout from tariffs and deportations and what follows the 'Trump bump'
|
Nov 16, 2024 |
|
Trump up-ends the macro narrative and the Chinese stimulus that wasn’t
|
Nov 08, 2024 |
|
Special Episode: The US election aftermath and Trump's second coming
|
Nov 06, 2024 |
|
What this election means for macro and markets and the aftermath of the UK Budget
|
Nov 01, 2024 |
|
Special Episode: UK Budget – Macro impact, market reaction
|
Oct 30, 2024 |
|
Bond market jitters, UK Budget preview, Trudeau’s immigration U-turn and more
|
Oct 25, 2024 |
|
What Trump gets wrong on tariffs, a super-sized ECB rate cut, EV sales vs oil demand and more
|
Oct 18, 2024 |
|
Another China stimulus let-down, the Fed and ECB’s next steps, India’s commodities demand and more
|
Oct 13, 2024 |
|
Larry Adam and Neil Shearing on the global macro/markets outlook
|
Oct 04, 2024 |
|
Special: Iran's missile strike on Israel and oil market implications
|
Oct 02, 2024 |
|
China’s stimulus blizzard, the ECB’s quandary, Kamala Harris' housing plan and more
|
Sep 27, 2024 |
|
As the Fed gets cutting, where will rates settle?
|
Sep 22, 2024 |
|
Property Special: Retail’s return from the dead and what to expect from its recovery
|
Sep 17, 2024 |
|
25 or 50? What the Fed will do, how markets could react, and our new recession indicators
|
Sep 15, 2024 |
|
What that payrolls report means for the Fed, the ECB's balancing act, recession risks and more
|
Sep 06, 2024 |
|
August payrolls preview, China's confused policy moves, key risks to watch and more
|
Sep 01, 2024 |
|
What Powell said at Jackson Hole, China-India ties in a fractured world and more
|
Aug 25, 2024 |
|
After the summer growth scare – The state of the global economy
|
Aug 18, 2024 |
|
Has the global markets storm blown over?
|
Aug 09, 2024 |
|
Payrolls fallout – The spectre of US recession haunts the stock market
|
Aug 02, 2024 |
|
What to watch in a jam-packed week of market events
|
Jul 28, 2024 |
|
Special episode: Who's going to lead the global CRE recovery?
|
Jul 23, 2024 |
|
The global IT outage, China’s growth and reform struggles, an update on the inflation battle and more
|
Jul 19, 2024 |
|
'More good data' for the Fed, more election uncertainty and why the ECB won't rush a follow-up
|
Jul 14, 2024 |
|
UK Election Special Briefing – What will Labour do to fix the economy?
|
Jul 05, 2024 |
|
Biden’s debate stumble and the macro/market context, UK election preview, shipping rates resurgent and more
|
Jun 30, 2024 |
|
Bond markets in election season, the stock market bubble, India economic outlook and more
|
Jun 23, 2024 |
|
French turmoil, the Fed and BoE in the election cycle, Europe’s EVs tariffs and more
|
Jun 16, 2024 |
|
Spotlight 2024: US outperformance and the future of global macro and markets leadership
|
Jun 09, 2024 |
|
ECB Special: A key moment in the post-pandemic monetary cycle
|
Jun 02, 2024 |
|
Election fever, US/euro-zone inflation previews, AI and productivity and more
|
May 26, 2024 |
|
Biden’s latest China salvo, the stock market bubble revisited, UK CPI preview and more
|
May 19, 2024 |
|
What’s missing from the China overcapacity row, that UK GDP data and an exclusive inflation briefing
|
May 12, 2024 |
|
Payrolls relief, oil and the US election, the RBA’s next move and more
|
May 05, 2024 |
|
That Fed rate hike noise, China trip notes and EM FX challenges
|
Apr 28, 2024 |
|
Overcooked inflation fears, the end of the excess savings debate and a global markets briefing
|
Apr 21, 2024 |
|
Janet Yellen's Beijing trip and the Chinese overcapacity threat
|
Apr 14, 2024 |
|
Emerging markets special: An EM risk early warning system and EMs and the green transition
|
Apr 07, 2024 |
|
Baltimore bridge collapse, our Global Economic Outlook, Trump vs Canada and Mexico and more
|
Mar 28, 2024 |
|
What’s gone wrong with the German economy?
|
Mar 25, 2024 |
|
Fed week! The BoJ’s big moment, TikTok and fracturing, Putin’s war economy and more
|
Mar 18, 2024 |
|
The coming collapse of Chinese construction and Fed rate cuts vs the stock bubble
|
Mar 11, 2024 |
|
The coming clash over Chinese oversupply, the UK budget vs the bond market, the carbon price outlook and more
|
Mar 04, 2024 |
|
Trump trade wars, stock market bubbles, Japan's market comeback and the world in 2050
|
Feb 26, 2024 |
|
How to think about recessions, fiscal shackles, financial instability risks and more
|
Feb 19, 2024 |
|
Inflation rebound risk, bank real estate exposure, Trump trade wars and dollar and EM outlooks
|
Feb 12, 2024 |
|
A bumper US jobs report, central banks and labour markets and that wave of US CRE loans
|
Feb 05, 2024 |
|
Fed week! China's stimulus blizzard, Houthi inflation risk and more
|
Jan 29, 2024 |
|
Inflation's "last mile", an ECB preview, China data discrepancies, and maximum bullish on US stocks
|
Jan 22, 2024 |
|
Macro in a more dangerous world, UK CPI preview, bond vigilantes, and the US energy export surge
|
Jan 15, 2024 |
|
2024’s uncertain start, US CPI preview, Taiwan's flashpoint election and more
|
Jan 08, 2024 |
|
The Fed gifts the bond market, the EM growth outlook and that COP28 agreement
|
Dec 18, 2023 |
|
What could go wrong in 2024, the BoE on Table Mountain and the US housing outlook
|
Dec 11, 2023 |
|
Where to spot fiscal risks and how to think about US-China economic competition
|
Dec 04, 2023 |
|
2024: Weaker growth, cooler inflation, lower rates
|
Nov 27, 2023 |
|
Special episode – Argentina's election: Shock result...shock therapy?
|
Nov 20, 2023 |
|
Flavours of recession, Xi vs Biden vs Trump, Jeremy Hunt’s big dilemma
|
Nov 20, 2023 |
|
Calls for 2024, deglobalised pandas, Saudi’s shifting allegiances
|
Nov 13, 2023 |
|
What the global data say, what the central banks said, and Italy’s debt balloon
|
Nov 06, 2023 |
|
Fed week, the US economic outlook and financial markets at war
|
Oct 30, 2023 |
|
5% Treasury yields, geopolitics vs the Fed, China’s dollar dilemma, an AI stock bubble and more
|
Oct 23, 2023 |
|
Special episode: AI and the global economic order
|
Oct 18, 2023 |
|
Israel-Gaza and heightened geo-economic risk and what to expect in the post-pandemic rates era
|
Oct 13, 2023 |
|
How much more pain for bond markets?
|
Oct 06, 2023 |
|
The global economic outlook, or why "higher for longer" won't last
|
Oct 02, 2023 |
|
Special Episode: Is AI coming for our jobs?
|
Sep 28, 2023 |
|
AI’s productivity boom, central bank rhetoric vs reality, recession risk and more
|
Sep 25, 2023 |
|
After rate hikes, US economy anomaly, EU vs Chinese EVs and more
|
Sep 18, 2023 |
|
Huawei’s chip surprise, the energy price spike, Nvidia in India, UK vs Germany
|
Sep 11, 2023 |
|
September's rate decisions, China's stepped up stimulus, and the AI race
|
Sep 04, 2023 |
|
Signs of trouble, equities off the boil, those Nvidia earnings and AI’s promise
|
Aug 25, 2023 |
|
The bond market disconnect, the fiscal policy outlook and an exclusive China briefing
|
Aug 21, 2023 |
|
Chinese deflation, US July CPI and commodities markets feel the pinch
|
Aug 11, 2023 |
|
Disinflation's mystery, China's structural slowdown and Argentina's risky vote
|
Aug 07, 2023 |
|
How big a threat are Chinese EVs to Japan Inc.?
|
Jul 31, 2023 |
|
How far will the ECB go to slay its ‘greedy beast’?
|
Jul 24, 2023 |
|
Is the inflation crisis over?
|
Jul 17, 2023 |
|
What lies ahead for the global economy and markets?
|
Jul 10, 2023 |
|
Are greedy firms behind the inflation crisis?
|
Jul 03, 2023 |
|
Is the UK a stagflation outlier?
|
Jun 26, 2023 |
|
Property Special – How much more pain to come?
|
Jun 21, 2023 |
|
What are our clients asking us about?
|
Jun 19, 2023 |
|
Why is this economic cycle so weird?
|
Jun 12, 2023 |
|
What's really been behind the US stock market rally?
|
Jun 05, 2023 |
|
How did a UK recession just get more likely?
|
May 28, 2023 |
|
Whatever happened to the China “growth miracle”?
|
May 22, 2023 |
|
Special: What’s wrong with the UK economy (and what will it take to fix it)?
|
May 18, 2023 |
|
How worried should we be about the debt ceiling?
|
May 12, 2023 |
|
How likely is an economic soft landing?
|
May 08, 2023 |
|
Is China finally willing to budge on debt talks?
|
May 01, 2023 |
|
Just how tight are financial conditions?
|
Apr 24, 2023 |
|
Special: How much trouble is globalisation in?
|
Apr 20, 2023 |
|
Where will bank turmoil blowback show up in the data?
|
Apr 17, 2023 |
|
How will the bank turmoil come back to bite?
|
Apr 03, 2023 |
|
The Weekly Briefing: Why is everyone worried about commercial real estate?
|
Mar 27, 2023 |
|
Special: Does the turmoil end with the Credit Suisse deal?
|
Mar 20, 2023 |
|
The Weekly Briefing: Has enough been done to end the turmoil?
|
Mar 19, 2023 |
|
Special: The SVB crisis – What are the risks from here?
|
Mar 13, 2023 |
|
SVB's collapse – An isolated case or the next financial crisis?
|
Mar 12, 2023 |
|
Do labour market mysteries point to higher-for-longer rates?
|
Mar 06, 2023 |
|
Why will India rise but China stall?
|
Feb 27, 2023 |
|
One year on – How has the war changed Europe's economies?
|
Feb 20, 2023 |
|
How have EMs avoided an old-school debt crisis?
|
Feb 13, 2023 |
|
Special: What's really happening in the US economy – and what does it mean for markets?
|
Feb 09, 2023 |
|
Are economies through the worst?
|
Feb 06, 2023 |
|
How are economies faring ahead of the week's big rate decisions?
|
Jan 30, 2023 |
|
What does the world economy look like after globalisation?
|
Jan 23, 2023 |
|
Special: How bad could it get for property markets in 2023?
|
Jan 17, 2023 |
|
How much of a game changer is China's reopening?
|
Jan 16, 2023 |
|
Could a "petroyuan" dethrone King Dollar?
|
Jan 09, 2023 |
|
Special: The Bank of Japan makes its move – what happens now?
|
Dec 20, 2022 |
|
Will 2023 be another rollercoaster year for economies and markets?
|
Dec 19, 2022 |
|
Is this endgame for the global monetary tightening cycle?
|
Dec 11, 2022 |
|
What do collapsing shipping costs mean for inflation?
|
Dec 05, 2022 |
|
Special: China's zero-COVID policy at the limits
|
Dec 01, 2022 |
|
Will the global economy dodge a recession?
|
Nov 28, 2022 |
|
Is the dollar rally done and dusted?
|
Nov 21, 2022 |
|
Why can't China just ditch zero-COVID?
|
Nov 13, 2022 |
|
To pivot or not to pivot?
|
Nov 07, 2022 |
|
What will the global recession look like?
|
Oct 30, 2022 |
|
Are central banks winning the war against inflation?
|
Oct 23, 2022 |
|
Who decides Chinese economic policy in Xi Jinping's third term?
|
Oct 16, 2022 |
|
How will fracturing reshape the global economy and markets?
|
Oct 09, 2022 |
|
What have we learned from Kwasi Kwarteng's budget blunder?
|
Oct 02, 2022 |