TheBitCast

The Weekly Briefing from Capital Economics

Autor: Capital Economics

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 investors should be paying more attention to.

Odcinki

  1. Fed, ECB and UK Budget: A Big Week for the Global Economy – The Weekly Briefing from Capital Economics
  2. China's future: Deflation, Trade Tensions and Alternative Scenarios – The Weekly Briefing from Capital Economics
  3. Bond Market Turbulence, France's Fiscal Reckoning and Europe's China Dilemma – The Weekly Briefing from Capital Economics
  4. Energy shock, China shock and the global economy – The Weekly Briefing from Capital Economics
  5. Xi meets Trump: What next for China? – The Weekly Briefing from Capital Economics
  6. The Fed, the World, and China Shock 2.0 – The Weekly Briefing from Capital Economics
  7. Neil Shearing on China Shock 2.0 – The Weekly Briefing from Capital Economics
  8. That hot jobs report and the Fed's September meeting – The Weekly Briefing from Capital Economics
  9. AI earnings and equities, gauging Bessent’s success and Iran’s economic squeeze – The Weekly Briefing from Capital Economics
  10. The great global bond sell-off – causes, consequences and what comes next – The Weekly Briefing from Capital Economics
  11. A polarised US rate debate, China's lost reform and the £25bn question – The Weekly Briefing from Capital Economics
  12. Is a September Fed hike off the table? The yen rescue. EM risks. – The Weekly Briefing from Capital Economics
  13. Kevin Warsh's failure to communicate. Plus: Europe's wildfires – The Weekly Briefing from Capital Economics
  14. Trade wars, shooting wars and the AI investment boom – The Weekly Briefing from Capital Economics
  15. The next oil shock? And China's economy after the GDP miss – The Weekly Briefing from Capital Economics
  16. Jennifer McKeown on where next for the advanced economies – The Weekly Briefing from Capital Economics
  17. From boom to bust: the AI equity rally in its final phase – The Weekly Briefing from Capital Economics
  18. AI's macro boost, a hawkish Fed and Burnham's balancing act – The Weekly Briefing from Capital Economics
  19. Tough economic choices in a fragile peace – The Weekly Briefing from Capital Economics
  20. Fed preview: The case for raising rates | Oil's turning point? – The Weekly Briefing from Capital Economics
  21. Fed hikes, inflation risks and AI stocks – The Weekly Briefing from Capital Economics
  22. A deal at last? What a Hormuz reopening would mean for oil and inflation – The Weekly Briefing from Capital Economics
  23. This bond market wobble won't be the last – The Weekly Briefing from Capital Economics
  24. UK Labour party meltdown, gilt yields and why the bond market always wins – The Weekly Briefing from Capital Economics
  25. The Trump-Xi meeting and the limits of a reset | Germany’s overdone pessimism – The Weekly Briefing from Capital Economics
  26. A tough macro backdrop gets tougher. Will equities care? – The Weekly Briefing from Capital Economics
  27. What if the energy shock gets worse? And what to expect from a Warsh-led Fed? – The Weekly Briefing from Capital Economics
  28. Global imbalances, all over again | Gulf economies in crisis – The Weekly Briefing from Capital Economics
  29. A fragile ceasefire: What next for economies and markets? – The Weekly Briefing from Capital Economics
  30. AI and economies: from capex boom to productivity payoff – The Weekly Briefing from Capital Economics