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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
Donald Trump
United States
Interest Rates
Artificial Intelligence
Oil Prices
Economic Growth
Bank Of England
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

PublishesWeeklyEpisodes207Founded4 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Weekly Briefing from Capital Economics

Latest Episodes

Relatively strong US growth, sticky inflation and a resilient labour market have strengthened the case for further Fed tightening. In this week's episode of The Weekly Briefing, Chief North America Economist Stephen Brown tells David Wilder why rates... more

Are we moving towards Fed rate hikes? Even before the release of a strong May US employment report, Group Chief Economist Neil Shearing joined The Weekly Briefing to explain why shifting dynamics on the FOMC mean the Federal Reserve could emerge from... more

This could prove another false dawn, or the US and Iran could finally reach an agreement to reopen the Strait of Hormuz to oil and gas shipments. But even if the strait reopens, energy flows, oil prices and, by extension, inflation won’t snap back qu... more

This latest wobble in the bond market almost certainly won’t be the last. Group Chief Economist Neil Shearing and Chief Markets Economist Jonas Goltermann join David Wilder on the latest episode of the Weekly Briefing to discuss the forces that have ... more

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Recent Guests

Paul Dales
Chief UK economist at Capital Economics
Capital Economics
Episode: UK Labour party meltdown, gilt yields and why the bond market always wins
James Reilly
Senior markets economist, Capital Economics
Capital Economics
Episode: A fragile ceasefire: What next for economies and markets?
Kieran Tompkins
Senior Commodities Economist at Capital Economics
Capital Economics
Episode: Middle East conflict, oil prices and that US jobs drop
Megan Fisher
Economist on Commodities Desk
Capital Economics
Episode: Can China finally fix its economic model?
Ruth Gregory
Deputy Chief UK Economist
Capital Economics
Episode: Brown on the US outlook, Gregory on UK politics
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
Andrew Kenningham
Chief Europe Economist at Capital Economics
Capital Economics
Episode: US jobs hit, France’s budget gridlock and China's world order optics
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

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
#187
Italy/Business/Investing
Apple Podcasts
#192
Australia/Business/Investing
Apple Podcasts
#79
Finland/Business/Investing
Apple Podcasts
#127
Singapore/Business/Investing
Apple Podcasts
#183
India/Business/Investing
Apple Podcasts
#185
Ireland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

UK Labour party meltdown, gilt yields and why the bond market always wins
Q: On that basis, what do we know about these leading candidates?
There are two key points: the leadership contenders will vie for votes and thus on the fiscal side may shift toward more spending, with differences in how to fund it. Starmer likely remains PM in the near term while others could push the policy direction left, affecting public borrowing and tax plans, though fiscal rules and the OBR remain central anchors for credibility.
The Trump-Xi meeting and the limits of a reset | Germany’s overdone pessimism
Q: What are we going to be watching for at the Trump–Xi meeting?
The participants expect limited fireworks, aiming to maintain the current status quo on tariffs and export controls, while watching for potential small concessions such as modest tariff rollbacks and short extensions to the trade truce, plus discussion of non-sensitive areas like agricultural purchases.
Global imbalances, all over again | Gulf economies in crisis
Q: Are there practical steps for clients to hedge or adapt for 5–10 years?
Focus on diversification and monitoring of energy supply chains, while recognizing that large imbalances are unlikely to crystallize into an immediate crisis, so plan around gradual adjustments rather than abrupt shocks.
Global imbalances, all over again | Gulf economies in crisis
Q: What are you meant to do with this information? How are you meant to respond?
We're not back in 2006–07 territory, but the imbalances will keep bringing the US and China into periodic conflicts; a deal next month won't solve the root causes, and imbalances are likely to persist with periodic shocks.
Policy in a time of conflict: Central banks and the growth-inflation trade-off
Q: What is the takeaway for investors right now?
Expect heightened volatility as energy prices drive inflation risk and as central banks balance tightening to combat inflation with growth concerns, requiring a nuanced, data-driven approach to positioning.

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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2. Merryn Talks Money
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this podcast launched 4 years ago and published 207 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. Paul Dales
2. James Reilly
3. Kieran Tompkins
4. Megan Fisher
5. Ruth Gregory
6. Tom Matthews
7. David Oxley
8. Andrew Kenningham

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