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The Weekly Briefing from Capital Economics

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

PublishesWeeklyEpisodes198Founded3 years ago
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Artwork for The Weekly Briefing from Capital Economics

Latest Episodes

The latest Weekly Briefing covers the global outlook, financial markets and energy. Group Chief Economist Neil Shearing explains what the ceasefire in the Middle East means for growth and inflation, how quickly the world economy could recover if it h... more

The AI hype cycle shows no sign of slowing. But how much are the hundreds of billions in investment actually boosting economies, and when will that spending translate into meaningful productivity gains?

In this episode, Senior Economic Adviser Vicky... more

Our updated macro and market forecasts assess the impact on growth and inflation – and the likely central bank response – under both baseline and adverse scenarios for the Middle East conflict. In the latest episode of The Weekly Briefing from Capita... more

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

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Recent Guests

Jennifer McKeown
Chief Global Economist at Capital Economics
Capital Economics
Episode: Policy in a time of conflict: Central banks and the growth-inflation trade-off
Kieran Tompkins
Senior Commodities Economist at Capital Economics
Capital Economics
Episode: Middle East conflict, oil prices and that US jobs drop
Julian Evans-Pritchard
Head of China Economics
Capital Economics
Episode: Can China finally fix its economic model?
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
Andrew Kenningham
Chief Europe Economist
Capital Economics
Episode: Can Europe compete in a fractured world?
Neil Shearing
Group Chief Economist
Capital Economics
Episode: Can Europe compete in a fractured world?
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

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.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

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.
Policy in a time of conflict: Central banks and the growth-inflation trade-off
Q: Neil, what about the Fed?
Markets have priced out imminent cuts and are not pricing in hikes yet; the Fed may keep a cautious stance given the dual mandate, with potential for later cuts if the conflict fades and inflation pressures ease.
Policy in a time of conflict: Central banks and the growth-inflation trade-off
Q: Neil, set the scene for us.
He explains how the conflict has shifted from a potentially brief disruption to a lasting energy and production shock, with markets pricing in more aggressive policy tightening as a response to higher inflation risks.
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.

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 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. Unhedged
2. Macro Musings with David Beckworth
3. The Economics Show
4. The Rachman Review
5. Bloomberg Surveillance

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this podcast launched 3 years ago and published 198 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. Jennifer McKeown
2. Kieran Tompkins
3. Julian Evans-Pritchard
4. Megan Fisher
5. Ruth Gregory
6. Andrew Kenningham
7. Neil Shearing
8. Leah Fahy

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