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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
Bank Of England
Oil Prices
Economic Growth
Global Economy
Trump Tariffs
Labor Market
Trump Administration
Bond Market
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

PublishesWeeklyEpisodes209Founded4 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Weekly Briefing from Capital Economics

Latest Episodes

Our flagship Global Economic Outlook is just around the corner, and in this latest episode of The Weekly Briefing, Group Chief Economist Neil Shearing previews our view of a world in which some economies are benefiting from the AI investment boom whi... more

A peace deal that's already showing signs of strain. Central bankers still wrestling with inflation. A new Fed chair seeking reform. And a UK local election with implications for the bond market.

It’s been a busy week for macro and markets, and Grou... more

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

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Recent Guests

Stephen Brown
Chief North America Economist
Capital Economics
Episode: Fed preview: The case for raising rates | Oil's turning point?
John Higgins
Chief Economic Advisor for Financial Markets
Capital Economics
Episode: Fed hikes, inflation risks and AI stocks
Shilan Shah
Head of India Research
Capital Economics
Episode: This bond market wobble won't be the last
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
Liam Peach
Senior economist on the EM desk at Capital Economics
Capital Economics
Episode: A new world order? | Why Russia’s economy won’t stop the war

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
#149
Indonesia/Business/Investing
Apple Podcasts
#222
Sweden/Business/Investing
Apple Podcasts
#243
Poland/Business/Investing
Apple Podcasts
#250
Finland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Fed hikes, inflation risks and AI stocks
Q: How will tariffs and the 301 investigations affect inflation and global business uncertainty?
Tariffs may push up goods inflation in the near term, but could be substitution effects rather than a persistent driver; however, the political and legal uncertainty will continue to weigh on business sentiment and could complicate the trajectory of inflation and growth.
Fed hikes, inflation risks and AI stocks
Q: What are the growth considerations when central bankers think about whether or not to raise rates in this environment?
The key point is to balance aggregate demand with the economy's supply potential; if demand is weak but capacity and productivity are also weak, inflation can still persist. The settlement is nuanced, with a hawkish tilt needed only if inflation pressures remain, and policy should be cautious given the mixed signals from energy shocks and AI-driven investment.
Fed preview: The case for raising rates | Oil's turning point?
Q: Could this be the last outing for the dot plots? What changes might we expect from Warsh on that front?
There's speculation Warsh may drop the dot plots or push for reduced emphasis, but any unilateral change would require broader FOMC support; the broader argument is that dropping them could increase volatility in yields unless there's a clear framework for expectations.
Fed preview: The case for raising rates | Oil's turning point?
Q: First of all, what is the decision that you're expecting from the FOMC? What's the language?
The decision is unlikely to involve policy changes; the ECB and other central banks aside, the main change will be dropping the easing bias and perhaps shortening the statement to reduce forward-guidance signals, with Warsh balancing a neutral tone against the inflation backdrop.
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.

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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 209 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. John Higgins
3. Shilan Shah
4. Paul Dales
5. James Reilly
6. Kieran Tompkins
7. Megan Fisher
8. Ruth Gregory

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