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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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Inflation nation – Japan’s turning point and a critical election

03 Feb 2026
32m
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Special Episode: What Kevin Warsh would mean for the Fed

30 Jan 2026
29m
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A new world order? | Why Russia’s economy won’t stop the war

23 Jan 2026
44m
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Neil Shearing on China’s trillion dollar surplus; Leah Fahy on China's AI race

16 Jan 2026
35m
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Maduro’s capture | Is the AI productivity boom here?

09 Jan 2026
27m
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Special: Global CRE outlook – Where to find returns in a uniquely weak recovery

22 Dec 2025
27m
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Dodgy data, all flavour of rate move and a bubble that will keep inflating (for now)

19 Dec 2025
31m
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Special episode: The World in 2026 – Key drivers, key risks in global macro

12 Dec 2025
28m
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Can Europe compete in a fractured world?

05 Dec 2025
31m
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UK Budget: The Missing Growth Story | China: The Investment Mystery

27 Nov 2025
26m
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More AI bubble fears, the UK Budget countdown and Saudi Arabia’s global pivot

21 Nov 2025
35m
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Is AI killing jobs, and when does the growth payoff arrive?

14 Nov 2025
41m
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The Rachel Reeves tax threat, the Supreme Court tariffs test and the fate of the AI boom

07 Nov 2025
34m
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Driving in fog, standing on ice: The Fed and the fragile trade truce

31 Oct 2025
34m
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Trump and Xi, CPI and the Fed, oil and sanctions

24 Oct 2025
26m
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US–China trade war – What’s driving the latest escalation

17 Oct 2025
35m
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The AI frenzy, Japan’s market shock and France’s political storm

10 Oct 2025
30m
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Global Outlook: US leads, Europe lags | China’s equities boom

03 Oct 2025
32m
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Tariffs, rates… and an Argentina rescue

26 Sep 2025
29m
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US-China talks, LatAm’s crime surge and central bank shifts

19 Sep 2025
30m
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