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Capital Economics · Business

The Weekly Briefing from 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.

Episodes

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Two elections and a Budget

30 Oct 2026
17m
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The UK's recent budget, delivered by Chancellor John Healey, maintains fiscal continuity despite shrinking headroom, with markets reacting with muted indifference. While the budget avoids immediate volatility, long-term concerns persist regarding the credibility of future spending cuts in non-protected departments and ...

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Fed, ECB and UK Budget: A Big Week for the Global Economy

23 Oct 2026
20m
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China's future: Deflation, Trade Tensions and Alternative Scenarios

16 Oct 2026
17m
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Bond Market Turbulence, France's Fiscal Reckoning and Europe's China Dilemma

09 Oct 2026
19m
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Energy shock, China shock and the global economy

02 Oct 2026
20m
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Xi meets Trump: What next for China?

25 Sep 2026
26m
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The Fed, the World, and China Shock 2.0

18 Sep 2026
11m
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Neil Shearing on China Shock 2.0

10 Sep 2026
17m
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That hot jobs report and the Fed's September meeting

04 Sep 2026
29m
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AI earnings and equities, gauging Bessent’s success and Iran’s economic squeeze

27 Aug 2026
24m
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The great global bond sell-off – causes, consequences and what comes next

21 Aug 2026
24m
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A polarised US rate debate, China's lost reform and the £25bn question

14 Aug 2026
27m
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Is a September Fed hike off the table? The yen rescue. EM risks.

07 Aug 2026
40m
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Kevin Warsh's failure to communicate. Plus: Europe's wildfires

31 Jul 2026
27m
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Trade wars, shooting wars and the AI investment boom

24 Jul 2026
23m
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The next oil shock? And China's economy after the GDP miss

17 Jul 2026
34m
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Jennifer McKeown on where next for the advanced economies

10 Jul 2026
26m
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From boom to bust: the AI equity rally in its final phase

03 Jul 2026
32m
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AI's macro boost, a hawkish Fed and Burnham's balancing act

26 Jun 2026
32m
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Tough economic choices in a fragile peace

19 Jun 2026
23m
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