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Artwork for The Weekly Briefing from Capital Economics

The Weekly Briefing from Capital Economics

Capital Economics
China
Inflation
Tariffs
US Economy
Federal Reserve
United States
Donald Trump
Artificial Intelligence
Interest Rates
Oil Prices
Bank Of England
Economic Growth
Global Economy
Trump Tariffs
Labor Market
Bond Market
Trump Administration
Japan
Monetary Policy
OPEC

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 investor... more

PublishesWeeklyEpisodes215Founded4 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Weekly Briefing from Capital Economics

Latest Episodes

A jam-packed episode begins with Group Chief Economist Neil Shearing joining David Wilder to discuss what a surprisingly weak US employment report means for expectations that the Federal Reserve will cut interest rates in September.

Neil and David a... more

Kevin Warsh sent financial markets into turmoil with a press conference that muddied, rather than clarified, the Fed's message. But was the confusion all part of a broader strategy from a Federal Reserve chair who takes a dim view of forward guidance... more

Group Chief Economist Neil Shearing unpacks another turbulent week for the global economy. He talks to David Wilder about the latest escalation in the US trade war, the economic fallout from rising tensions with Iran and higher oil prices and why the... more

The collapse of the US-Iran ceasefire has triggered another spike in oil prices and put markets back on edge. Neil Shearing joins David Wilder to discuss whether the world is heading for another oil shock and what it would mean for growth and inflati... more

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Recent Guests

Vicky Redwood
Chief Economics Advisor for Macro, Capital Economics
Capital Economics
Episode: Jennifer McKeown on where next for the advanced economies
Jonas Goltermann
Chief Markets Economist, Capital Economics
Capital Economics
Episode: From boom to bust: the AI equity rally in its final phase
Paul Dales
Chief UK economist
Capital Economics
Episode: AI's macro boost, a hawkish Fed and Burnham's balancing act
John Higgins
Chief Economic Advisor for Financial Markets
Capital Economics
Episode: Fed hikes, inflation risks and AI stocks
David Oxley
Chief Climate and Commodities Economist, Capital Economics
Capital Economics
Episode: A deal at last? What a Hormuz reopening would mean for oil and inflation
James Reilly
Senior markets economist, Capital Economics
Capital Economics
Episode: A fragile ceasefire: What next for economies and markets?
Ruth Gregory
Deputy Chief UK Economist at Capital Economics
Capital Economics
Episode: Global Economic Outlook: Forecasting in the fog of war
Jennifer McKeown
Chief Global Economist at Capital Economics
Capital Economics
Episode: Policy in a time of conflict: Central banks and the growth-inflation trade-off
Kieran Tompkins
Senior Commodities Economist at Capital Economics
Capital Economics
Episode: Middle East conflict, oil prices and that US jobs drop

Hosts

David Wilder
Host of Capital Economics Weekly Briefing; Capital Economics
Neil Shearing
Group Chief Economist; Co-host on several shows
Jonas Goltermann
Chief Markets Economist; interviewed on market implications
Ruth Gregory
Deputy Chief UK Economist

Reviews

4.9 out of 5 stars from 80 ratings
  • Independent timely macroeconomic analysis

    Knowledgeable insight.

    Apple Podcasts
    5
    Paiching Hung
    United Kingdom3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Knowledgeable insight.
Independent timely macroeconomic analysis.
Strong evidence of market-relevant forecasting and scenario planning.
Audience-friendly explanations of complex economic concepts.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#214
United Kingdom/Business/Investing
Apple Podcasts
#136
Hong Kong/Business/Investing
Apple Podcasts
#137
Finland/Business/Investing
Apple Podcasts
#150
New Zealand/Business/Investing
Apple Podcasts
#200
Denmark/Business/Investing
Apple Podcasts
#212
Finland/Business

Talking Points

Recent interactions between the hosts and their guests.

Is a September Fed hike off the table? The yen rescue. EM risks.
Q: What does this imply for global monetary cooperation, especially with respect to the renminbi and the dollar?
It underscores the complexity of a multipolar currency system where the dollar remains dominant but diversification pressures and policy coordination (or lack thereof) will shape the trajectory of other major currencies like the renminbi.
Is a September Fed hike off the table? The yen rescue. EM risks.
Q: Where do you see the Yen intervention fit in the broader currency picture, and is this a lasting fix?
It's a temporary stabilizer rather than a lasting solution; the real impact depends on structural policies in Japan and the global policy backdrop, including US rate expectations.
Is a September Fed hike off the table? The yen rescue. EM risks.
Q: How do you think this employment report will influence the Fed's path in September?
The data make a September rate hike less likely unless inflation readings (especially core inflation) show surprising strength; otherwise the evidence tilts toward keeping rates unchanged or delaying hikes.
From boom to bust: the AI equity rally in its final phase
Q: What about three rate hikes, how does that change the profile for bonds and the dollar in the next six months?
Three rate hikes are seen as a headwind for bonds, likely flattening the yield curve and supporting the dollar, while economics suggest a tougher environment for equities as policy tightens.
From boom to bust: the AI equity rally in its final phase
Q: What's going to be the catalyst for that final blowout?
The discussion points to upcoming Q2 earnings and continued resilience in earnings as the most likely trigger for the next upside move, but with the caveat that a peak could be followed by a drawdown if conditions tighten and valuations stretch.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

This program delivers deep macroeconomic analysis focused on global markets, energy shocks, central bank policy, and geopolitical risks as they affect growth, inflation, and asset pricing. Episodes frequently feature top economists from Capital Economics who dissect policy pathways, energy dynamics, and major geopolitical developments to outline scenarios for stocks, bonds, and currencies. A standout strength is the breadth of regional and topic coverage—from the US and UK to China, the Middle East, and energy markets—paired with scenario planning that helps listeners gauge potential market moves. Notable is the strong emphasis on data-driven forecasts, policy trade-offs, and timely client-oriented insights that translate complex macro topi... more

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this podcast launched 4 years ago and published 215 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Vicky Redwood
2. Jonas Goltermann
3. Paul Dales
4. John Higgins
5. David Oxley
6. James Reilly
7. Ruth Gregory
8. Jennifer McKeown

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