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The Weekly Briefing from Capital Economics

Capital Economics
Inflation
German Economy
United States
China
Interest Rates
Economic Growth
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
US Inflation
Russia
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 those issues that investor... more

PublishesWeeklyEpisodes195Founded3 years ago
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Artwork for The Weekly Briefing from Capital Economics

Latest Episodes

Pity the poor central banker. As energy prices surge, they are grappling with the trade-off between growth and inflation, while trying to communicate this all to markets without triggering an unwanted tightening in financial conditions.

At the end o... more

News of a record release of emergency oil reserves has quickly been overshadowed by images of tankers on fire in the Strait of Hormuz. Thirteen days into the conflict, tensions in the Middle East appear to be escalating rather than easing. What is th... more

Conflict in the Middle East, a surge in oil and gas prices, and a surprise drop in US payrolls – it’s been a turbulent week for the global economy.

In the latest episode of The Weekly Briefing, Capital Economics Group Chief Economist Neil Shearing j... more

Amid widening conflict in the Middle East, our economist team held an online briefing first thing Monday to tackle some of the key questions that clients have been asking. In this edited clip from that briefing, you’ll hear the team tackle issues, in... more

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Recent Guests

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
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
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

Host

David Wilder
Host of Capital Economics weekly briefing; focuses on global macro, policy signals, and markets.

Reviews

4.9 out of 5 stars from 79 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.

Clear, thoughtful macro takeaways for investors.
Independent timely macroeconomic analysis,Knowledgeable insight.
Guest diversity provides broad coverage of global economics.
High level of expertise; heavy on data-driven reasoning.
Well-structured episodes with practical market implications.

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Talking Points

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Special Episode: What Kevin Warsh would mean for the Fed
Q: What does Kevin Warsh's nomination mean for the Fed's monetary policy?
Warsh's nomination indicates a potential shift towards more nuanced approaches to interest rates, acknowledging the complexities of economic growth and inflation.
Neil Shearing on China’s trillion dollar surplus; Leah Fahy on China's AI race
Q: How is China progressing in the AI race against the U.S.?
Despite restrictions, China has made significant gains in AI, yet faces challenges in self-sufficiency and chip development.
Special episode: The World in 2026 – Key drivers, key risks in global macro
Q: How is the bond market reacting to monetary policy expectations?
Investors are reassessing the outlook for monetary policy, expecting fewer rate cuts and even potential rate hikes in some markets.
Special episode: The World in 2026 – Key drivers, key risks in global macro
Q: What risks do you foresee regarding the US-China relationship?
While there might be a warming of relations, fundamental tensions and challenges remain, particularly concerning trade.
Special episode: The World in 2026 – Key drivers, key risks in global macro
Q: What about AI's impact on the economy?
AI will continue to be a leading driver of growth, particularly in the US economy, with potential productivity gains.

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Frequently Asked Questions About This Podcast

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

This show delivers concise, expert macro insights with a focus on how big economic and market stories unfold across economies, currencies, and asset classes. Episodes often center on policy signals, geopolitical risks, commodity dynamics, and technology-driven productivity, featuring senior economists from Capital Economics who dissect policy impacts, inflation trajectories, and growth outlooks. A notable edge is the regular combination of deep-dive policy analysis with real-world market implications, helping investors and business leaders gauge risks and opportunities.

Noteworthy strengths include a strong regional and thematic breadth (US, Europe, China, AI, energy, and commodities) and a track record of bringing scenario planning and po... more

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1. Merryn Talks Money
2. Unhedged
3. The Economics Show
4. The Rachman Review
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this podcast launched 3 years ago and published 195 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. Kieran Tompkins
2. Megan Fisher
3. Ruth Gregory
4. Stephen Brown
5. Leah Fahy
6. Tom Matthews
7. David Oxley
8. Thomas Ryan

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