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The Weekly Briefing from Capital Economics

Capital Economics
Inflation
German Economy
United States
China
Economic Growth
Interest Rates
Federal Reserve
Automotive Industry
European Economic Integration
Us-China Relations
UK General Election
Labor Market
Chinese Overcapacity
Global Economic Outlook
Baltimore Bridge Collapse
Emerging Markets
Global Economic Performance
Russia
US Inflation
Janet Yellen

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 the issues that investors ... more

PublishesWeeklyEpisodes169Founded3 years ago
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Artwork for The Weekly Briefing from Capital Economics

Latest Episodes

Tariffs are back in the headlines after Donald Trump’s latest announcements – but how much of a threat do these new levies really pose? Could they fuel inflation pressures, and is Trump’s trade policy really bringing manufacturing jobs back?

Neil Sh... more

There’s plenty of talk about a possible settlement in US-China relations, but Group Chief Economist Neil Shearing urges caution. Ahead of a call between Donald Trump and Xi Jinping, he spoke with David Wilder about how a deal might be struck – and wh... more

The Fed meets this coming week to decide how much monetary relief the US economy really needs. Group Chief Economist Neil Shearing says that, employment data aside, the evidence argues for fewer rate cuts than markets are pricing in. He talks to Davi... more

Group Chief Economist Neil Shearing tackles that weak US August Employment report, previews the coming week’s inflation data, talks about what’s been happening in the bond market and explains just what recent get-togethers in China signal about a new... more

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Recent Guests

David Oxley
Head of Commodities and Climate Economics
Capital Economics
Episode: US economy pre-Fed health check | Oil prices vs geopolitics
Thomas Ryan
Economist on the US team at Capital Economics
Capital Economics
Episode: BoE division, data confusion, looming US CPI | Taking Trump’s manufacturing pledges to task
Mark Williams
Chief Asia Economist at Capital Economics
Capital Economics
Episode: The global economy's fragile underpinnings plus BYD, DeepSeek and China's productivity problems
Jonas Goltermann
Deputy Chief Markets Economist
Capital Economics
Episode: Risk vs uncertainty in the Middle East, dollar in focus, and new Asia market coverage
Hamad Hussain
From the commodities team at Capital Economics
Capital Economics
Episode: Israel-Iran strikes, the Fed’s next steps, US-China trade talks and more
Vicky Redwood
Senior Economic Adviser
Capital Economics
Episode: Are tariffs starting to bite? Plus, the economics of rising defence spending
Ariane Curtis
Senior Economist on the Global team
Capital Economics
Episode: What to make of US recession fears, a Fed preview, our long-term global macro outlook and more
Elias Hilmer
Economist on the Europe Desk
Capital Economics
Episode: Why markets rallied on reciprocal tariffs; Germans to vote in the shadow of Trump, Xi and Putin
Leah Fahy
A member of the China team at Capital Economics.
Capital Economics
Episode: Lessons from a drama-filled week in Trumpland, China upends the EM development model and more

Host

David Wilder
Host of the Weekly Briefing and Chief Economist, providing expert commentary on macroeconomic insights.

Reviews

4.9 out of 5 stars from 74 ratings
  • Independent timely macroeconomic analysis

    Knowledgeable insight.

    Apple Podcasts
    5
    Paiching Hung
    United Kingdom3 years ago

Listeners Say

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Listeners appreciate the knowledgeable insights provided, focusing on macroeconomic analysis and market developments. Many find the content timely and relevant for investing decisions. A consistent praise is given for the clarity and effectiveness of the discussions.

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Talking Points

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US-China talks, LatAm’s crime surge and central bank shifts
Q: What lessons can be drawn from El Salvador's approach to crime?
El Salvador's harsh crackdown on gangs has drastically reduced its murder rates and improved public perception, providing a potential model for other countries, though it's complex and may not work elsewhere.
US-China talks, LatAm’s crime surge and central bank shifts
Q: How does rising crime impact the economic outlook in the region?
The economic costs of crime might knock approximately 0.25 to 0.5 percentage points off GDP growth in Latin America, affecting labor supply and public spending on crime prevention.
US-China talks, LatAm’s crime surge and central bank shifts
Q: What are the current trends in crime in Latin America?
Crime is rising again in Latin America, particularly in countries that were once seen as safe, such as Uruguay and Chile. The anxiety around crime is increasing despite overall crime rates being lower than a decade ago.
BoE division, data confusion, looming US CPI | Taking Trump’s manufacturing pledges to task
Q: What do these sorts of announcements signal about Trump's promise to bring these jobs back to the US?
The announcements reflect an intention to focus on high-value industries rather than a broad resurrection of manufacturing jobs.
How the global economy is fracturing under Trump
Q: Why is the US considering tariffs and tech controls against China?
The US is trying to manage and reduce China's growing economic supremacy while maintaining its alliances amid the global geopolitical divide.

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Frequently Asked Questions About This Podcast

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

Focusing on current global economic events and trends, this podcast provides in-depth analysis from a team of expert economists. Episodes cover a broad range of topics, including central bank policies, geopolitical tensions, and commodity markets, aiming to equip listeners with insights that are crucial for investors. The discussions often include expert opinions on critical developments such as labor markets, trade relations, and economic forecasts, making it a valuable resource for those seeking to navigate complex financial landscapes. Notably, the expert analysis presented is drawn from a blend of macroeconomic theory and real-time data, which can enhance understanding of market dynamics.

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1. At Any Rate
2. Unhedged
3. The Markets
4. The Macro Trading Floor
5. Thoughts on the Market

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this podcast launched 3 years ago and published 169 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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Recent guests on this podcast include:

1. David Oxley
2. Thomas Ryan
3. Mark Williams
4. Jonas Goltermann
5. Hamad Hussain
6. Vicky Redwood
7. Ariane Curtis
8. Elias Hilmer

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