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The Weekly Briefing from Capital Economics

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

PublishesWeeklyEpisodes175Founded3 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Weekly Briefing from Capital Economics

Latest Episodes

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

The Fed is trying to calibrate policy in the midst of a government shutdown that’s effectively cut off the flow of data. Jerome Powell says that when you’re driving in fog, you should slow down – but there’s still a case for the FOMC to follow this p... more

Out of the darkness of a shuttered US government comes a rare data release – and it’s a CPI report that’s given markets some relief as the week draws to a close. But does September’s inflation data really clear the way for Fed rate cuts in December a... more

In just a few days, US–China relations have taken a troubling turn. How did we go from the goodwill of the London and Madrid bilaterals to the current war of words, the threats and the counter-threats? Is this simply pre-APEC brinkmanship, or the sta... more

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Recent Guests

Stephen Brown
Deputy Chief Economist for North America
Capital Economics
Episode: Driving in fog, standing on ice: The Fed and the fragile trade truce
Leah Fahy
Member of the China team at Capital Economics
Capital Economics
Episode: Driving in fog, standing on ice: The Fed and the fragile trade truce
David Oxley
Chief Climate and Commodities Economist at Capital Economics
Capital Economics
Episode: Trump and Xi, CPI and the Fed, oil and sanctions
Julian Evans-Pritchard
Head of China Economics Service at Capital Economics
Capital Economics
Episode: US–China trade war – What’s driving the latest escalation
Neil Shearing
Chief Economist at Capital Economics
Capital Economics
Episode: Global Outlook: US leads, Europe lags | China’s equities boom
Tom Matthews
Head of Asia-Pacific Markets coverage at Capital Economics
Capital Economics
Episode: Global Outlook: US leads, Europe lags | China’s equities boom
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

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

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.

Chart Rankings

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

Apple Podcasts
#158
Indonesia/Business/Investing
Apple Podcasts
#167
South Africa/Business/Investing
Apple Podcasts
#202
Denmark/Business/Investing
Apple Podcasts
#212
Mexico/Business/Investing
Apple Podcasts
#219
Sweden/Business/Investing
Apple Podcasts
#224
Finland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Trump and Xi, CPI and the Fed, oil and sanctions
Q: What do the recent sanctions on Russian oil mean for the global oil market?
David Oxley discusses that the sanctions could be significant but emphasizes uncertainty over their effectiveness and the potential market ramifications.
Tariffs, rates… and an Argentina rescue
Q: Is all of this support that the US has agreed or is putting together, is that going to be enough?
While US support provides temporary stability for the Peso and helps the Milei government, it does not solve the underlying issue of an overvalued currency and structural economic problems in Argentina.
Tariffs, rates… and an Argentina rescue
Q: What has led Argentina to this point?
Argentina faced financial trouble due to various factors including a recent corruption scandal and unfavorable election results that undermined confidence in the government's ability to maintain economic stability.

Audience Metrics

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Frequently Asked Questions About This Podcast

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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. Unhedged
2. The Economics Show
3. Global Data Pod
4. The Markets
5. Bloomberg Daybreak: Europe Edition

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this podcast launched 3 years ago and published 175 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. Stephen Brown
2. Leah Fahy
3. David Oxley
4. Julian Evans-Pritchard
5. Neil Shearing
6. Tom Matthews
7. Thomas Ryan
8. Mark Williams

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