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Capital Economics Weekly Briefing

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An ‘American Carnage’ sequel? Another big year for US stocks, Keir Starmer's AI dreams and more

Jan. 17, 2025, 8:41 p.m.

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Jobs blowout deepens bond market gloom, Rachel Reeves' sticky fiscal wicket, Trump and the dollar and more

Jan. 10, 2025, 8:41 p.m.

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The Fed changes tack, why no second Plaza Accord and why markets punished Brazil

Dec. 20, 2024, 8:41 p.m.

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Central bank policy pains, China’s pivot, the market bubble in 2025, geopolitics vs macro and more

Dec. 13, 2024, 8:41 p.m.

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The World in 2025 – The macro themes that will shape next year

Dec. 5, 2024, 8:41 p.m.

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More tariff threats, China and 'Japanification', payrolls preview, India and Trump and more

Dec. 3, 2024, 8:41 p.m.

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Special Episode: What to make of Trump's tariff warning

Nov. 27, 2024, 8:41 p.m.

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Trying to avoid talking Trump and what an end to the Ukraine war could look like

Nov. 22, 2024, 8:41 p.m.

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The economic fallout from tariffs and deportations and what follows the 'Trump bump'

Nov. 17, 2024, 8:41 p.m.

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Trump up-ends the macro narrative and the Chinese stimulus that wasn’t

Nov. 8, 2024, 8:41 p.m.

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Special Episode: The US election aftermath and Trump's second coming

Nov. 6, 2024, 8:41 p.m.

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What this election means for macro and markets and the aftermath of the UK Budget

Nov. 4, 2024, 8:41 p.m.

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Special Episode: UK Budget – Macro impact, market reaction

Oct. 30, 2024, 8:41 p.m.

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Bond market jitters, UK Budget preview, Trudeau’s immigration U-turn and more

Oct. 25, 2024, 8:41 p.m.

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Another China stimulus let-down, the Fed and ECB’s next steps, India’s commodities demand and more

Oct. 19, 2024, 8:41 p.m.

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What Trump gets wrong on tariffs, a super-sized ECB rate cut, EV sales vs oil demand and more

Oct. 19, 2024, 8:41 p.m.

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Larry Adam and Neil Shearing on the global macro/markets outlook

Oct. 3, 2024, 6:38 p.m.

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Special: Iran's missile strike on Israel and oil market implications

Oct. 1, 2024, 6:23 p.m.

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China’s stimulus blizzard, the ECB’s quandary, Kamala Harris' housing plan and more

Sept. 26, 2024, 4:47 p.m.

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As the Fed gets cutting, where will rates settle?

Sept. 22, 2024, 5:02 a.m.

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Property Special: Retail’s return from the dead and what to expect from its recovery

Sept. 17, 2024, 2:09 a.m.

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25 or 50? What the Fed will do, how markets could react, and our new recession indicators

Sept. 15, 2024, 1:06 a.m.

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What that payrolls report means for the Fed, the ECB's balancing act, recession risks and more

Sept. 5, 2024, 9:16 p.m.

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August payrolls preview, China's confused policy moves, key risks to watch and more

Sept. 1, 2024, 6:17 p.m.

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What Powell said at Jackson Hole, China-India ties in a fractured world and more

Aug. 25, 2024, 3:27 a.m.

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