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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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Fed preview: The case for raising rates | Oil's turning point?

12 Jun 2026
30m
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Fed hikes, inflation risks and AI stocks

05 Jun 2026
28m
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A deal at last? What a Hormuz reopening would mean for oil and inflation

29 May 2026
23m
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This bond market wobble won't be the last

22 May 2026
30m
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UK Labour party meltdown, gilt yields and why the bond market always wins

15 May 2026
29m
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The Trump-Xi meeting and the limits of a reset | Germany’s overdone pessimism

08 May 2026
37m
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A tough macro backdrop gets tougher. Will equities care?

30 Apr 2026
35m
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What if the energy shock gets worse? And what to expect from a Warsh-led Fed?

24 Apr 2026
30m
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Global imbalances, all over again | Gulf economies in crisis

17 Apr 2026
35m
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A fragile ceasefire: What next for economies and markets?

10 Apr 2026
35m
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AI and economies: from capex boom to productivity payoff

01 Apr 2026
22m
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Global Economic Outlook: Forecasting in the fog of war

26 Mar 2026
29m
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Policy in a time of conflict: Central banks and the growth-inflation trade-off

20 Mar 2026
26m
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Oil, war and economies – Three scenarios for the Middle East conflict

12 Mar 2026
31m
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Middle East conflict, oil prices and that US jobs drop

06 Mar 2026
30m
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Special Episode: Conflict in the Middle East – The key macro and market questions

02 Mar 2026
18m
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Can China finally fix its economic model?

27 Feb 2026
41m
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Supreme Court special: What the Trump tariffs ruling means for macro and markets

20 Feb 2026
21m
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Brown on the US outlook, Gregory on UK politics

13 Feb 2026
30m
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Tech sell-off, AI winners and losers, and reasons to be optimistic about productivity

06 Feb 2026
16m
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