The Weekly Briefing from Capital Economics

Ukupno trajanje:16 h 49 min
Tariffs deadline looms, Trump’s inflammatory tax bill and why deglobalisation isn't nigh
The Weekly Briefing from Capital Economics
31:35
The global economy's fragile underpinnings plus BYD, DeepSeek and China's productivity problems
The Weekly Briefing from Capital Economics
32:53
Special: A fragile peace takes hold – what next for economies and energy markets?
The Weekly Briefing from Capital Economics
08:47
Risk vs uncertainty in the Middle East, dollar in focus, and new Asia market coverage
The Weekly Briefing from Capital Economics
24:58
Israel-Iran strikes, the Fed’s next steps, US-China trade talks and more
The Weekly Briefing from Capital Economics
21:44
Are tariffs starting to bite? Plus, the economics of rising defence spending
The Weekly Briefing from Capital Economics
26:10
Tariffs on! Tariffs off! Tariffs on! The latest episode in the trade war saga plus data to track the turmoil
The Weekly Briefing from Capital Economics
23:10
Trump’s EU tariff threat, jittery bond markets, UK macro update, gold’s next steps and more
The Weekly Briefing from Capital Economics
38:31
Back from the brink – How the global outlook has brightened (and what can still go wrong)
The Weekly Briefing from Capital Economics
33:46
US-China trade talks preview, what to make of that US-UK "deal", and the future of Europe
The Weekly Briefing from Capital Economics
30:37
There's a trade war on – why aren't the hard data showing it?
The Weekly Briefing from Capital Economics
22:45
Reports of King Dollar’s death – exaggerated or inevitable?
The Weekly Briefing from Capital Economics
21:23
The pause is on! What to expect from the global economy during and after Trump's tariffs pause
The Weekly Briefing from Capital Economics
28:51
It's a US-China trade war, after all
The Weekly Briefing from Capital Economics
20:09
Special: Trump's reciprocal tariffs, China strikes back and a hellish week for markets
The Weekly Briefing from Capital Economics
20:32
A "whiff of stagflation", the state of US exceptionalism, and China's weak start to 2025
The Weekly Briefing from Capital Economics
31:10
The Mar-a-Lago myth, another crisis in Turkey and Rachel Reeves' under pressure
The Weekly Briefing from Capital Economics
34:49
What to make of US recession fears, a Fed preview, our long-term global macro outlook and more
The Weekly Briefing from Capital Economics
27:34
Tariffs special: The macro implications of Trump's latest trade actions
The Weekly Briefing from Capital Economics
21:29
In the fog of policy uncertainty, China’s National People's Congress, India in Trumpland and more
The Weekly Briefing from Capital Economics
23:50
Was that the week that changed the world?
The Weekly Briefing from Capital Economics
28:05
Why markets rallied on reciprocal tariffs; Germans to vote in the shadow of Trump, Xi and Putin
The Weekly Briefing from Capital Economics
34:52
Lessons from a drama-filled week in Trumpland, China upends the EM development model and more
The Weekly Briefing from Capital Economics
22:58
Special: Trump tariffs unleashed - does a global trade war follow?
The Weekly Briefing from Capital Economics
12:21
Trump vs the Fed, the real Stargate story and why oil prices look even shakier
The Weekly Briefing from Capital Economics
22:04
An ‘American Carnage’ sequel? Another big year for US stocks, Keir Starmer's AI dreams and more
The Weekly Briefing from Capital Economics
31:57
Jobs blowout deepens bond market gloom, Rachel Reeves' sticky fiscal wicket, Trump and the dollar and more
The Weekly Briefing from Capital Economics
21:42
The Fed changes tack, why no second Plaza Accord and why markets punished Brazil
The Weekly Briefing from Capital Economics
27:25
Central bank policy pains, China’s pivot, the market bubble in 2025, geopolitics vs macro and more
The Weekly Briefing from Capital Economics
29:29
The World in 2025 – The macro themes that will shape next year
The Weekly Briefing from Capital Economics
21:43
More tariff threats, China and 'Japanification', payrolls preview, India and Trump and more
The Weekly Briefing from Capital Economics
22:51
Special Episode: What to make of Trump's tariff warning
The Weekly Briefing from Capital Economics
13:26
Trying to avoid talking Trump and what an end to the Ukraine war could look like
The Weekly Briefing from Capital Economics
25:55
The economic fallout from tariffs and deportations and what follows the 'Trump bump'
The Weekly Briefing from Capital Economics
30:48
Trump up-ends the macro narrative and the Chinese stimulus that wasn’t
The Weekly Briefing from Capital Economics
24:23
Special Episode: The US election aftermath and Trump's second coming
The Weekly Briefing from Capital Economics
13:56
What this election means for macro and markets and the aftermath of the UK Budget
The Weekly Briefing from Capital Economics
26:36
Special Episode: UK Budget – Macro impact, market reaction
The Weekly Briefing from Capital Economics
13:39
Bond market jitters, UK Budget preview, Trudeau’s immigration U-turn and more
The Weekly Briefing from Capital Economics
29:44
What Trump gets wrong on tariffs, a super-sized ECB rate cut, EV sales vs oil demand and more
The Weekly Briefing from Capital Economics
30:38