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The Weekly Briefing from Capital Economics

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

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

PublishesWeeklyEpisodes178Founded3 years ago
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Artwork for The Weekly Briefing from Capital Economics

Latest Episodes

After all the kite-flying, the doom-laden briefings and the policy U-turns, the UK Budget landed well with the markets. But did gilts rally simply because the news wasn’t worse, or has the government genuinely won over the bond vigilantes?  And for a... more

Is the bubble bursting? Despite a big earnings beat from Nvidia, concerns about overheated AI valuations are mounting. Jonas Goltermann weighs the risks that the equities rally is fading. We also look at what to expect from Rachel Reeves’ Budget afte... more

Where is the big macro payoff from the surge in artificial intelligence investment? And is AI wiping out entry-level jobs? The latest episode of The Weekly Briefing from Capital Economics unpacks these questions and examines what this new wave of tec... more

Who was Rachel Reeves really speaking to when she hinted at higher taxes this week? How much of a threat is the Supreme Court to Treasury tariff revenues? And how useful is “G2” as a lens for the new global order? Group Chief Economist Neil Shearing ... more

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Recent Guests

Tom Matthews
Head of Asia-Pacific Markets coverage at Capital Economics
Capital Economics
Episode: Global Outlook: US leads, Europe lags | China’s equities boom
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

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 75 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.

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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More AI bubble fears, the UK Budget countdown and Saudi Arabia’s global pivot
Q: How significant is the geopolitical relationship between Saudi Arabia and the US following recent meetings?
The meeting signifies an attempt to reset relations, indicating a shift towards US alignment while addressing concerns regarding Saudi ties with China.
More AI bubble fears, the UK Budget countdown and Saudi Arabia’s global pivot
Q: What are the expected implications of the upcoming budget on the UK economy?
The budget is anticipated to raise taxes by around £38 billion, potentially reducing GDP growth by 0.2% next year, which may impact inflation and interest rates.
Is AI killing jobs, and when does the growth payoff arrive?
Q: Is AI destroying opportunities for young job seekers?
While AI is impacting entry-level job availability, it's essential to recognize that other factors, such as a general labor market slowdown and changes in hiring practices, also contribute.
Driving in fog, standing on ice: The Fed and the fragile trade truce
Q: How confident are we that we have an idea of what's going on in the labor market?
ADP data may not be reliable, but it can provide some signals; however, overall labor market health looks suspect with job cut announcements.
Driving in fog, standing on ice: The Fed and the fragile trade truce
Q: How are we expecting this shutdown to proceed?
There may not be enough data from the government shutdown, complicating the Fed's decisions at their next meeting.

Audience Metrics

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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. The Economics Show
2. Trumponomics
3. Unhedged
4. Odd Lots
5. FICC Focus

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this podcast launched 3 years ago and published 178 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. Tom Matthews
2. David Oxley
3. Thomas Ryan
4. Mark Williams
5. Jonas Goltermann
6. Hamad Hussain
7. Vicky Redwood
8. Ariane Curtis

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