The Weekly Briefing from Capital Economics – Details, episodes & analysis

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The Weekly Briefing from Capital Economics

Capital Economics

Business

Frequency: 1 episode/7d. Total Eps: 222

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.

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Data updated on 27/09/2026

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Score global : 52%

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Xi meets Trump: What next for China?

Episode 222

Friday, September 25, 2026 • Duration 26:02

What did President Xi Jinping’s summit with Donald Trump tell us about the future of US-China relations? Has the latest trade truce brought the two sides any closer to resolving their differences? And with China’s exports booming despite weak domestic demand, can the economy continue to hold up?

Chief Global Economist Jennifer McKeown and Head of China Economics Julian Evans-Pritchard join us on the latest episode of The Weekly Briefing to discuss the Xi-Trump summit, tariffs, rare earths, AI and Taiwan, as well as the outlook for China’s economy.

Also on the show, we discuss the latest edition of our China Economic Outlook, including why exports remain so strong, why domestic demand is still weak and what this means for China’s growth, inflation and property markets.
https://www.capitaleconomics.com/publications/china-economic-outlook/near-term-relief-headwinds-remain
https://www.capitaleconomics.com/key-issues/china-shock-20

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The Fed, the World, and China Shock 2.0

Episode 221

Friday, September 18, 2026 • Duration 11:40

Neil Shearing and Jennifer McKeown unpack a pivotal week for the world's major central banks. They discuss the Federal Reserve's latest rate hike and what it says about the independence of central banks in an era of political pressure. They then talk about why the market may be mispricing the future path of interest rates in the US, euro-zone, Japan and the UK. Finally, they discuss Capital Economics' new China Shock 2.0 research programme, exploring how China's export surge is reshaping the global economy and creating challenges and opportunities for Europe, Asia and beyond.
Find out more about our China Shock 2.0 work and upcoming events:
https://www.capitaleconomics.com/events#in-person
https://www.capitaleconomics.com/key-issues/china-shock-20

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Neil Shearing on China Shock 2.0

Episode 220

Thursday, September 10, 2026 • Duration 17:11

The stunning surge in Chinese exports bears comparison with what happened during the first China shock of the early 2000s. But this time is different: the scale is much larger, the goods being exported are much more advanced and the geopolitical environment is much more fraught.

In this special episode of The Weekly Briefing, Group – Chief Economist Neil Shearing introduces Capital Economics' new series on China Shock 2.0, explaining what this shock means for the global economy, why the costs this time are falling hardest on Europe and why an orderly adjustment to global imbalances looks out of reach.

Find out more about our events happening in North America, Europe and Asia this autumn:
https://www.capitaleconomics.com/events#in-person

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That hot jobs report and the Fed's September meeting

Episode 219

Friday, September 4, 2026 • Duration 29:29

That was a much hotter payrolls report than the market had expected, but how will it influence this month’s Fed decision? With inflation risks still prevalent, how will the ECB and Bank of England approach their September meetings? And what does the surge in bond yields mean for economies?

Group Chief Economist Neil Shearing and Chief North America Economist Stephen Brown join David Wilder on the latest episode of The Weekly Briefing to discuss energy prices, bond yields, inflation risks and what they mean for the path of interest rates.

Also on the show, with resurgent energy prices adding to the dilemma facing central bankers and bond markets, we hear an exclusive excerpt from a recent client briefing on our outlook for markets. Our Commodities team looks at the near-term risks to oil product prices and natural gas supply, as well as what the US-Venezuela oil deal could mean for energy markets.

Related content

Global Drop-In: Post-summer macro and markets outlook, Tuesday 8th September
0900 BST/1600 SGT: https://www.capitaleconomics.com/events/global-drop-post-summer-macro-and-markets-outlook

1000 ET/1500 BST: https://www.capitaleconomics.com/events/global-drop-post-summer-macro-and-markets-outlook-0

Watch now: Commodities catch-up – What next for energy, gold and agriculturals?
https://www.capitaleconomics.com/events/drop-commodities-catch-what-next-energy-gold-and-agriculturals

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AI earnings and equities, gauging Bessent’s success and Iran’s economic squeeze

Episode 218

Thursday, August 27, 2026 • Duration 24:06

Can another set of blow-out AI earnings reignite the rally that has powered equities for so long but recently seems to have run out of puff?

Chief Markets Economist Jonas Goltermann joins The Weekly Briefing from Capital Economics to discuss the latest tech earnings, whether Scott Bessent has managed to cap Treasury yields and what investors will want to hear from Kevin Warsh in his Jackson Hole address.

Also on the show, just days after Bessent announced ‘Economic D-Day’ for Iran, Chief Emerging Markets Economist William Jackson assesses how much pain the Iranian economy is in and whether further pressure from the Trump administration could be enough to force Tehran to capitulate.

Related content

Concentrated earnings probably mean concentrated returns
https://www.capitaleconomics.com/publications/capital-daily/concentrated-earnings-probably-mean-concentrated-returns

Can Iran continue to hold out?
https://www.capitaleconomics.com/publications/middle-east-north-africa-economics-update/can-iran-continue-hold-out

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The great global bond sell-off – causes, consequences and what comes next

Episode 217

Friday, August 21, 2026 • Duration 24:56

This special episode of The Weekly Briefing from Capital Economics features an exclusive extract from our client briefing on the global bond sell-off, its causes, consequences and where markets go from here.

In this edited extract, Group Chief Economist Neil Shearing and Chief Markets Economist Jonas Goltermann answer questions from clients around the world, including:

What was Scott Bessent’s Treasury market intervention intended to achieve, and why it has so far fallen short?
What are the economic forces pushing investors to demand more compensation for holding long-dated government bonds?
Which economies are most exposed to a fiscal crisis?
Is the AI credit boom affecting demand for government debt?
How high could bond yields rise from here?

Related content

Read: How to think about the bond market sell-off
https://www.capitaleconomics.com/publications/global-economics-focus/how-think-about-bond-market-sell

Read: What taxes could Burnham raise to fund his policy ambitions?
https://www.capitaleconomics.com/publications/uk-economics-update/what-taxes-could-burnham-raise-fund-his-policy-ambitions

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A polarised US rate debate, China's lost reform and the £25bn question

Episode 216

Friday, August 14, 2026 • Duration 27:55

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 Chief Economist Neil Shearing joins David Wilder to discuss the US inflation and rate outlook, the angst at the long end of the Treasury yield curve, and why the pace and nature of reform in China today not only pales in comparison what was happening at the turn of the century, but could threaten global economic stability.

Also on the show, Deputy Chief UK Economist Ruth Gregory discusses her widely covered report on how much tax Andy Burnham could be seeking to raise in October’s Budget. She explains how the potential tax increases compare with the controversial big Budget of 2024, which taxes could rise and what the impact could be on the UK economy.

Related content

What taxes could Burnham raise to fund his policy ambitions?
https://www.capitaleconomics.com/publications/uk-economics-update/what-taxes-could-burnham-raise-fund-his-policy-ambitions

Capital Economics events
https://www.capitaleconomics.com/events

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Is a September Fed hike off the table? The yen rescue. EM risks.

Episode 215

Friday, August 7, 2026 • Duration 40:46

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 Goltermann to unpack the implications of coordinated US-Japanese intervention to halt the yen's slide. They discuss everything from Prime Minister Takaichi's policy agenda and its impact on market perceptions of the currency to whether Scott Bessent's move was also intended to send a message to Beijing about an undervalued renminbi.

Finally, Senior Emerging Markets Economist Liam Peach examines the latest update to our EM Financial Risk Indicators, highlighting where we see the greatest risks of a crisis and why, despite the recent energy shock, most emerging markets have remained remarkably resilient.

Related content

How worried should investors be about Takaichi’s policies?
https://www.capitaleconomics.com/publications/japan-economics-focus/how-worried-should-investors-be-about-takaichis-policies

Your questions on Japan’s markets answered
https://www.capitaleconomics.com/publications/fx-markets-update/your-questions-japans-markets-answered

EM Financial Risk Monitor (Jul. 2026)
https://www.capitaleconomics.com/publications/emerging-markets-financial-risk-monitor/em-financial-risk-monitor-jul-2026

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Kevin Warsh's failure to communicate. Plus: Europe's wildfires

Episode 214

Friday, July 31, 2026 • Duration 27:08

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 from Capital Economics, Group Chief Economist Neil Shearing joins David Wilder to discuss why he doesn't think the new chair deserves the benefit of the doubt, and why clearer communication will be essential if the Fed is to preserve its inflation-fighting credibility.

Also on the show, Chief Europe Economist Andrew Kenningham explains why, despite the horrific scenes unfolding across southern Europe, this summer's wildfires are likely to have only a limited economic impact.

Related content

The renminbi could not rebalance China on its own
https://www.capitaleconomics.com/publications/china-economics-update/renminbi-could-not-rebalance-china-its-own

Little macroeconomic impact of horrific wildfires
https://www.capitaleconomics.com/publications/europe-economics-update/little-macroeconomic-impact-horrific-wildfires

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Trade wars, shooting wars and the AI investment boom

Episode 213

Friday, July 24, 2026 • Duration 23:48

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 in the US and China.

Trade war: What's behind the Trump administration's latest tariff announcements and why global trade has remained surprisingly resilient.
Shooting war: After oil $100 a barrel again, what are the implications for inflation and central banks if tensions in the Middle East continue to escalate?
AI boom: How AI investment is now the major driver of growth in both the US and China, and what happens if the boom turns to bust?

Related content

Fed preview: Rate hikes coming, but not until September
https://www.capitaleconomics.com/publications/us-fed-watch/rate-hikes-coming-not-until-september

Bank of England preview: BoE to hold rates as energy prices keep rate hikes in play
https://www.capitaleconomics.com/publications/boe-watch/boe-watch-boe-hold-rates-energy-prices-keep-rate-hikes-play

What is the future of US tariffs?
https://www.capitaleconomics.com/publications/global-economics-update/what-future-us-tariffs

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The Weekly Briefing from Capital Economics – Details, episodes & analysis

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The Weekly Briefing from Capital Economics – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

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Latest published episodes

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Related Shows Based on Content Similarities

Other99+

Apple Podcasts

Spotify