OM DENNE EPISODE
Say what you want about 2022, but it wasn’t a dull year. After 12 months of geopolitical upheaval, the biggest inflationary spike in decades, central bankers going full Volcker and giant swings in financial markets, what will 2023 bring? In this special end-of-2022 episode, Neil Shearing, our Group Chief Economist, and Chief Markets Economist John Higgins discuss what to expect in the coming year for economies and markets, talking recession, China and zero-COVID and why equities may have yet to bottom out. See our guide to The World in 2023 for more key calls for the coming year.
Engelsk
USA
I DENNE EPISODE
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SØG BLANDT TIDLIGERE EPISODER
Søg efter gamle afsnit af The Weekly Briefing from Capital Economics.
ANDRE EPISODE I DENNE PODCAST
A jam-packed episode begins with Group Chief Economist Neil Shearing joining David Wilder to discuss what a surprisingly weak US employment report means for expectations that the Federal Reserve will cut interest rates in September.
Neil and David are then joined by Chief Markets Economist Jonas Go…
Group Chief Economist Neil Shearing unpacks another turbulent week for the global economy. He talks to David Wilder about the latest escalation in the US trade war, the economic fallout from rising tensions with Iran and higher oil prices and why the AI investment boom continues to reshape growth i…
Have a couple of softer US inflation prints taken a post-Summer Fed rate hike off the table? Did that CPI and PPI data vindicate Kevin Warsh’s divisive approach to central bank communications? And what does the death of former Premier Zhu Rongji tell us about China’s political economy today?
Group …
Kevin Warsh sent financial markets into turmoil with a press conference that muddied, rather than clarified, the Fed's message. But was the confusion all part of a broader strategy from a Federal Reserve chair who takes a dim view of forward guidance? On the latest episode of The Weekly Briefing fr…
The collapse of the US-Iran ceasefire has triggered another spike in oil prices and put markets back on edge. Neil Shearing joins David Wilder to discuss whether the world is heading for another oil shock and what it would mean for growth and inflation. He also explains how Kevin Warsh's warning th…
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