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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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There's a trade war on – why aren't the hard data showing it?

02 May 2025
22m
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Reports of King Dollar’s death – exaggerated or inevitable?

25 Apr 2025
21m
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The pause is on! What to expect from the global economy during and after Trump's tariffs pause

17 Apr 2025
28m
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It's a US-China trade war, after all

11 Apr 2025
20m
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Special: Trump's reciprocal tariffs, China strikes back and a hellish week for markets

04 Apr 2025
20m
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A "whiff of stagflation", the state of US exceptionalism, and China's weak start to 2025

28 Mar 2025
31m
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The Mar-a-Lago myth, another crisis in Turkey and Rachel Reeves' under pressure

21 Mar 2025
34m
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What to make of US recession fears, a Fed preview, our long-term global macro outlook and more

14 Mar 2025
27m
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Tariffs special: The macro implications of Trump's latest trade actions

04 Mar 2025
21m
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In the fog of policy uncertainty, China’s National People's Congress, India in Trumpland and more

28 Feb 2025
23m
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Was that the week that changed the world?

21 Feb 2025
28m
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Why markets rallied on reciprocal tariffs; Germans to vote in the shadow of Trump, Xi and Putin

14 Feb 2025
34m
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Lessons from a drama-filled week in Trumpland, China upends the EM development model and more

07 Feb 2025
22m
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Special: Trump tariffs unleashed - does a global trade war follow?

02 Feb 2025
12m
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Trump vs the Fed, the real Stargate story and why oil prices look even shakier

24 Jan 2025
22m
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An ‘American Carnage’ sequel? Another big year for US stocks, Keir Starmer's AI dreams and more

17 Jan 2025
31m
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Jobs blowout deepens bond market gloom, Rachel Reeves' sticky fiscal wicket, Trump and the dollar and more

10 Jan 2025
21m
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The Fed changes tack, why no second Plaza Accord and why markets punished Brazil

20 Dec 2024
27m
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Central bank policy pains, China’s pivot, the market bubble in 2025, geopolitics vs macro and more

13 Dec 2024
29m
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The World in 2025 – The macro themes that will shape next year

05 Dec 2024
21m
Page 5

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