Energy shock, China shock and the global economy

Podcast: The Weekly Briefing from Capital Economics · Capital Economics

Opublikowano: 2026-10-02

The global economy is facing another energy shock, yet growth has remained remarkably resilient. In this week's Capital Economics Weekly Briefing, Neil Shearing is joined by Jennifer McKeown and Mark Williams to discuss why households, governments and the AI investment boom have helped cushion the blow, and why markets may be overestimating how much further central banks will tighten policy. The team also explores the implications of China Shock 2.0. With China's exports surging even as domestic demand remains weak, they examine how Beijing's industrial strategy is reshaping global trade, who stands to benefit, and which economies are...