Écoute le podcast The Weekly Briefing from Capital Economics

Reports of King Dollar’s death – exaggerated or inevitable?	The Weekly Briefing from Capital Economics	21:23
The pause is on! What to expect from the global economy during and after Trump's tariffs pause	The Weekly Briefing from Capital Economics	28:51
It's a US-China trade war, after all	The Weekly Briefing from Capital Economics	20:09
Special: Trump's reciprocal tariffs, China strikes back and a hellish week for markets	The Weekly Briefing from Capital Economics	20:32
A "whiff of stagflation", the state of US exceptionalism, and China's weak start to 2025	The Weekly Briefing from Capital Economics	31:10
The Mar-a-Lago myth, another crisis in Turkey and Rachel Reeves' under pressure	The Weekly Briefing from Capital Economics	34:49
What to make of US recession fears, a Fed preview, our long-term global macro outlook and more	The Weekly Briefing from Capital Economics	27:34
Tariffs special: The macro implications of Trump's latest trade actions	The Weekly Briefing from Capital Economics	21:29
In the fog of policy uncertainty, China’s National People's Congress, India in Trumpland and more	The Weekly Briefing from Capital Economics	23:50
Was that the week that changed the world?	The Weekly Briefing from Capital Economics	28:05
Why markets rallied on reciprocal tariffs; Germans to vote in the shadow of Trump, Xi and Putin	The Weekly Briefing from Capital Economics	34:52
Lessons from a drama-filled week in Trumpland, China upends the EM development model and more	The Weekly Briefing from Capital Economics	22:58
Special: Trump tariffs unleashed - does a global trade war follow?	The Weekly Briefing from Capital Economics	12:21
Trump vs the Fed, the real Stargate story and why oil prices look even shakier	The Weekly Briefing from Capital Economics	22:04
An ‘American Carnage’ sequel? Another big year for US stocks, Keir Starmer's AI dreams and more	The Weekly Briefing from Capital Economics	31:57
Jobs blowout deepens bond market gloom, Rachel Reeves' sticky fiscal wicket, Trump and the dollar and more	The Weekly Briefing from Capital Economics	21:42
The Fed changes tack, why no second Plaza Accord and why markets punished Brazil	The Weekly Briefing from Capital Economics	27:25
Central bank policy pains, China’s pivot, the market bubble in 2025, geopolitics vs macro and more	The Weekly Briefing from Capital Economics	29:29
The World in 2025 – The macro themes that will shape next year	The Weekly Briefing from Capital Economics	21:43
More tariff threats, China and 'Japanification', payrolls preview, India and Trump and more	The Weekly Briefing from Capital Economics	22:51
Special Episode: What to make of Trump's tariff warning	The Weekly Briefing from Capital Economics	13:26
Trying to avoid talking Trump and what an end to the Ukraine war could look like	The Weekly Briefing from Capital Economics	25:55
The economic fallout from tariffs and deportations and what follows the 'Trump bump'	The Weekly Briefing from Capital Economics	30:48
Trump up-ends the macro narrative and the Chinese stimulus that wasn’t	The Weekly Briefing from Capital Economics	24:23
Special Episode: The US election aftermath and Trump's second coming	The Weekly Briefing from Capital Economics	13:56
What this election means for macro and markets and the aftermath of the UK Budget	The Weekly Briefing from Capital Economics	26:36
Special Episode: UK Budget – Macro impact, market reaction	The Weekly Briefing from Capital Economics	13:39
Bond market jitters, UK Budget preview, Trudeau’s immigration U-turn and more	The Weekly Briefing from Capital Economics	29:44
What Trump gets wrong on tariffs, a super-sized ECB rate cut, EV sales vs oil demand and more	The Weekly Briefing from Capital Economics	30:38
Another China stimulus let-down, the Fed and ECB’s next steps, India’s commodities demand and more	The Weekly Briefing from Capital Economics	23:54
Larry Adam and Neil Shearing on the global macro/markets outlook	The Weekly Briefing from Capital Economics	34:15
Special: Iran's missile strike on Israel and oil market implications	The Weekly Briefing from Capital Economics	08:59
China’s stimulus blizzard, the ECB’s quandary, Kamala Harris' housing plan and more	The Weekly Briefing from Capital Economics	25:06
As the Fed gets cutting, where will rates settle?	The Weekly Briefing from Capital Economics	21:06
Property Special: Retail’s return from the dead and what to expect from its recovery	The Weekly Briefing from Capital Economics	15:23
25 or 50? What the Fed will do, how markets could react, and our new recession indicators	The Weekly Briefing from Capital Economics	24:06
What that payrolls report means for the Fed, the ECB's balancing act, recession risks and more	The Weekly Briefing from Capital Economics	12:41
August payrolls preview, China's confused policy moves, key risks to watch and more	The Weekly Briefing from Capital Economics	20:30
What Powell said at Jackson Hole, China-India ties in a fractured world and more	The Weekly Briefing from Capital Economics	18:42
After the summer growth scare – The state of the global economy	The Weekly Briefing from Capital Economics	13:32

Reports of King Dollar’s death – exaggerated or inevitable?

The Weekly Briefing from Capital Economics

21:23

The pause is on! What to expect from the global economy during and after Trump's tariffs pause

The Weekly Briefing from Capital Economics

28:51

It's a US-China trade war, after all

The Weekly Briefing from Capital Economics

20:09

Special: Trump's reciprocal tariffs, China strikes back and a hellish week for markets

The Weekly Briefing from Capital Economics

20:32