Podcast terbaik Weekly Economics (2025)

1
Are tariffs starting to bite? Plus, the economics of rising defence spending 26:10

3d ago26:10

26:10

Group Chief Economist Neil Shearing unpacks the latest data to assess the impact of Donald Trump’s tariffs, including signs that the effects of tariff front-running are now unwinding. He also discusses how businesses are navigating the ongoing uncertainty and why the Bank of England is trailing the ECB in cutting interest rates. Also on the show, S…

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Tariffs on! Tariffs off! Tariffs on! The latest episode in the trade war saga plus data to track the turmoil 23:10

10d ago23:10

23:10

After another week of twists and turns in the Trump trade policy roll-out, Stephen Brown from our US team and Jonas Goltermann from our Markets team are on the show to talk about what comes next. In their conversation with David Wilder they touch on: Where tariff rates are likely to end up, even as “reciprocal” tariffs work their way through the co…

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Trump’s EU tariff threat, jittery bond markets, UK macro update, gold’s next steps and more 38:31

17d ago38:31

38:31

Donald Trump jolted markets on Friday with a threat to slap steep tariffs on the EU. Group Chief Economist Neil Shearing jumped back on the podcast to join David Wilder and unpack whether this is classic brinkmanship – or something more serious. In the original recording, Neil also discusses recent bond market moves following the House’s approval o…

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Back from the brink – How the global outlook has brightened (and what can still go wrong) 33:46

24d ago33:46

33:46

Things are looking up after the US and China de-escalated their trade war, but is the global economy off the hook? In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing tells David Wilder why the tariff situation is looking brighter, but also identifies the key flashpoints to watch in the coming we…

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US-China trade talks preview, what to make of that US-UK "deal", and the future of Europe 30:37

1M ago30:37

30:37

One deal down. Many, many more to go. Except there was less to that much-touted US-UK trade deal than either government is suggesting and far tougher US talks with China and the EU are still to come. In this week’s episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing and Head of China Economics Julian Evans-Pri…

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There's a trade war on – why aren't the hard data showing it? 22:45

1M ago22:45

22:45

If you’re looking for evidence of the negative hit from Donald Trump’s tariffs, you’ll struggle to find it in the hard data. Group Chief Economist Neil Shearing is on The Weekly Briefing from Capital Economics minutes after the release of the US employment report for April to talk about how economies have been holding up in the weeks since the ‘Lib…

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Reports of King Dollar’s death – exaggerated or inevitable? 21:23

2M ago21:23

21:23

Another rollercoaster week in Trumpland wound down with markets buoyant on reports of more White House softening in its approach to tariffs and China taking steps to ease restrictions on some US imports. But are things really looking up? And, if so, why hasn't the dollar bounced with equities? Group Chief Economist Neil Shearing and Jonas Golterman…

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The pause is on! What to expect from the global economy during and after Trump's tariffs pause 28:51

2M ago28:51

28:51

Neil Shearing has been in back-to-back meetings with global institutions who – like everyone – are trying to make sense of Trump’s chaotic trade policy roll-out, not least the recent decision to pause "reciprocal" tariffs for 90 days. The Group Chief Economist at Capital Economics joins the latest episode of The Weekly Briefing to address some of t…

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It's a US-China trade war, after all 20:09

2M ago20:09

20:09

As the dust settles after another of week of dramatic policy shifts, the picture that has emerged is a familiar one from Trump's first term: China is the main target after all. China isn't taking Trump's tariffs lying down. Instead, it has hit back tariff for tariff so that both sides are now applying tariffs to each others' goods of well above 100…

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Special: Trump's reciprocal tariffs, China strikes back and a hellish week for markets 20:32

2M ago20:32

20:32

At the end of one of Lenin’s “weeks when decades happen”, senior economists from Capital Economics briefed clients on the implications of the news that China is retaliating aggressively to Donald Trump's reciprocal tariffs plan, including whether Europe could follow suit and how much more pain is in store for markets. In this edited extract from th…

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A "whiff of stagflation", the state of US exceptionalism, and China's weak start to 2025 31:10

2M ago31:10

31:10

There’s a “whiff of stagflation” around the US economy – and that’s even before Donald Trump rolls out his reciprocal tariffs plan. Group Chief Economist Neil Shearing hops off a plane from New York and onto The Weekly Briefing from Capital Economics to give his take on the latest US consumption and price data, to preview March payrolls and to talk…

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The Mar-a-Lago myth, another crisis in Turkey and Rachel Reeves' under pressure 34:49

3M ago34:49

34:49

Could a ‘Mar-a-Lago Accord’ fix what ails the US balance of payments? Group Chief Economist Neil Shearing is on the show this week to tackle the various ideas around what the Trump administration could do to address long-standing global imbalances. He also warns that uncertainty around the Trump trade agenda may not dissipate with the release of th…

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What to make of US recession fears, a Fed preview, our long-term global macro outlook and more 27:34

3M ago27:34

27:34

Group Chief Economist Neil Shearing discusses what the latest signals from the US economy say about recession risk. He talks about what the coming week’s retail sales data might say, and how they might swing the debate around a downturn. Neil also previews the coming week’s Fed decision, a haul of start-of-the-year China data and explains why talk …

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Tariffs special: The macro implications of Trump's latest trade actions 21:29

3M ago21:29

21:29

In light of Donald Trump's decision to push the button on tariffs on China, Mexico and Canada, Group Chief Economist Neil Shearing joins a special episode of the Weekly Briefing from Capital Economics to talk about whether this signals the start of a global trade war. He also discusses what’s coming next and whether signs of US economic weakness co…

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In the fog of policy uncertainty, China’s National People's Congress, India in Trumpland and more 23:50

3M ago23:50

23:50

In the latest Capital Economics Weekly Briefing, Group Chief Economist Neil Shearing breaks down just how the policy uncertainty emanating from the Trump administration is – and isn’t affecting – the global economy. He also previews the February US employment report and whether Musk’s layoffs will impact the national labour market and the opening o…

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Was that the week that changed the world? 28:05

4M ago28:05

28:05

It's been an extraordinary week in geopolitics, with direct US-Russia talks, a war of words between Washington and Kyiv and Europe swept by fears about the end of the US security backstop. But how much has really changed? Group Chief Economist Neil Shearing and Chief Europe Economist Andrew Kenningham are on the Weekly Briefing from Capital Economi…

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Why markets rallied on reciprocal tariffs; Germans to vote in the shadow of Trump, Xi and Putin 34:52

4M ago34:52

34:52

Why did markets greet the latest White House tariffs announcement so warmly? Deputy Chief Markets Economist Jonas Goltermann is on The Weekly Briefing from Capital Economics to talk about the influence of Donald Trump’s reciprocal tariffs plan on investor sentiment and discuss where the much-vaunted 'Trump trade' goes from here. The episode’s main …

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Lessons from a drama-filled week in Trumpland, China upends the EM development model and more 22:58

4M ago22:58

22:58

It’s been a drama-filled week in Trumpland and Group Chief Economist Neil Shearing is on The Weekly Briefing from Capital Economics to take stock of what happened, what didn’t happen, and the implications for macro and markets. As well as discussing the lessons learned from Donald Trump’s trade actions so far, Neil reviews the latest US labour mark…

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Special: Trump tariffs unleashed - does a global trade war follow? 12:21

4M ago12:21

12:21

Donald Trump ended weeks of speculation on Saturday with the formal announcement of 25% tariffs on Canada and Mexico, and 10% on China. As those countries respond, Group Chief Economist Neil Shearing joins David Wilder on this special episode of The Weekly Briefing from Capital Economics to talk about whether this marks the beginning of a global tr…

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Trump vs the Fed, the real Stargate story and why oil prices look even shakier 22:04

5M ago22:04

22:04

Donald Trump unsurprisingly dominated the news cycle in his first week back in office. To make sense of some of what the president has pledged, threatened and suggested so far, Group Chief Economist Neil Shearing was on The Weekly Briefing from Capital Economics to discuss what we know about tariffs, how global central banks are meant to navigate t…

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An ‘American Carnage’ sequel? Another big year for US stocks, Keir Starmer's AI dreams and more 31:57

5M ago31:57

31:57

Group Chief Economist Neil Shearing calls in from Singapore to The Weekly Briefing from Capital Economics to talk about what’s known and unknown about Donald Trump’s policy agenda just days before he is sworn in again. He discusses the tone set by Trump's first inaugural address, what we've learned from recent confirmation hearings and the inflatio…

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Jobs blowout deepens bond market gloom, Rachel Reeves' sticky fiscal wicket, Trump and the dollar and more 21:42

5M ago21:42

21:42

A grim week for bonds was capped by a stunningly hot US jobs report. Group Chief Economist Neil Shearing and Deputy Chief Markets Economist Jonas Goltermann joined the first episode of The Weekly Briefing from Capital Economics of the year to explain what these jobs numbers signal about the health of the US economy and how the Fed could respond. Th…

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The Fed changes tack, why no second Plaza Accord and why markets punished Brazil 27:25

6M ago27:25

27:25

The final Weekly Briefing from Capital Economics of the year has Group Chief Economist Neil Shearing making sense of that December Federal Reserve meeting and explaining what the latest PCE data say about the inflation outlook and where rates are heading in 2025. He also addresses why hopes for a sweeping ‘Mar-a-Lago accord’ (or 'Plaza Accord 2.0')…

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Central bank policy pains, China’s pivot, the market bubble in 2025, geopolitics vs macro and more 29:29

6M ago29:29

29:29

In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing outlines the three big policy quandaries facing three big DM central banks. He unpacks the ECB’s December decision, previews the upcoming Fed and Bank of England meetings and talks about which of these institutions faces the greatest risks in 20…

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The World in 2025 – The macro themes that will shape next year 21:43

6M ago21:43

21:43

This is a special episode of The Weekly Briefing from Capital Economics all about the themes that will shape the global economy in 2025. Group Chief Economist Neil Shearing and Chief Global Economist Jennifer McKeown stepped out of our client event in London on 4th December to talk to David Wilder about the 2025 growth story. They discussed how Don…

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More tariff threats, China and 'Japanification', payrolls preview, India and Trump and more 22:51

6M ago22:51

22:51

It was déjà vu all over again this week after a social media post from Donald Trump rattled markets. Group Chief Economist Neil Shearing is on the latest episode of The Weekly Briefing from Capital Economics to discuss how seriously we should treat the president-elect’s online threat to impose sweeping tariffs on Canada, Mexico and China. He also t…

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Special Episode: What to make of Trump's tariff warning 13:26

6M ago13:26

13:26

This special episode of The Weekly Briefing from Capital Economics is an exclusive extract from our online Drop-In briefing following Donald Trump’s threat to impose massive tariffs on Mexico, Canada and China. Was this a negotiating ploy from the president-elect? Who’ll pay the cost of higher tariffs? How would targeted countries respond? Group Ch…

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Trying to avoid talking Trump and what an end to the Ukraine war could look like 25:55

7M ago25:55

25:55

Discussion on the latest episode of The Weekly Briefing from Capital Economics attempts to avoid any mention of Donald Trump – and fails almost immediately. But Group Chief Economist Neil Shearing’s point is that there is a lot going on in the world besides regime change in Washington. He talks to David Wilder about why inflation is worrying market…

1
The economic fallout from tariffs and deportations and what follows the 'Trump bump' 30:48

7M ago30:48

30:48

Group Chief Economist Neil Shearing hops off the plane from New York and hops onto the latest episode of The Weekly Briefing from Capital Economics to explain what Donald Trump’s cabinet nominations signal about the macro policy outlook, how Europe and China could respond to tariffs and the economic implications of removing millions of migrant work…

1
Trump up-ends the macro narrative and the Chinese stimulus that wasn’t 24:23

7M ago24:23

24:23

As the dust settles on that momentous election, Group Chief Economist Neil Shearing is on The Weekly Briefing from Capital Economics to discuss what is known and unknown about the coming Trump administration. He talks about potential guardrails on the president-elect’s pledges and about how central banks – not least the Fed – can navigate this tric…

1
Special Episode: The US election aftermath and Trump's second coming 13:56

7M ago13:56

13:56

In the wake of Donald Trump’s stunning election victory, our senior economists briefed clients ahead of the New York open on its macro and market implications. In this exclusive clip, you’ll hear Group Chief Economist Neil Shearing talking to Chief North America Economist Paul Ashworth and Jonas Goltermann, our Deputy Chief Markets Economist, on th…

1
What this election means for macro and markets and the aftermath of the UK Budget 26:36

7M ago26:36

26:36

Ahead of the year’s big political event, The Weekly Briefing from Capital Economics includes an exclusive clip from our client briefing all about what to expect from the US election. Chief Asia Economist Mark Williams and the team tackle everything from Kamala Harris’ fiscal plans to how the euro could react to which candidate the Chinese Communist…

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Special Episode: UK Budget – Macro impact, market reaction 13:39

7M ago13:39

13:39

After weeks of leaking and background briefings, Rachel Reeves finally revealed her debut UK Budget. Paul Dales, Diana Iovanel and Andrew Kenningham held an online client briefing about the Chancellor’s tax, borrowing and spending plans and what they mean for the UK economy and markets. This exclusive extract focuses on: What this Budget means for …

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Bond market jitters, UK Budget preview, Trudeau’s immigration U-turn and more 29:44

8M ago29:44

29:44

Perhaps the most frequently asked question of the Capital Economics team is around fiscal risks and their implications for financial markets. There were more incoming this past week as Donald Trump looked to be doing better in the polls and more details about the UK Budget trickled out, all against a backdrop of rising bond yields. Group Chief Econ…

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What Trump gets wrong on tariffs, a super-sized ECB rate cut, EV sales vs oil demand and more 30:38

8M ago30:38

30:38

Donald Trump says ‘tariff’ is “the most beautiful word in the dictionary”. That’s up for debate – but what’s less arguable is that raising taxes on imports as much as the Republican presidential candidate is threatening would be bad trade policy, according to Group Chief Economist Neil Shearing. He’s on the latest episode of The Weekly Briefing fro…

1
Another China stimulus let-down, the Fed and ECB’s next steps, India’s commodities demand and more 23:54

8M ago23:54

23:54

It’s a rare thing for a press conference from China’s Minister of Finance to excite quite so much, but there were widespread hopes in markets that Saturday’s briefing from Lan Fo’an would finally provide the details of fiscal easing plans that had been missing from the government’s stimulus pledges so far. Did Minister Lan deliver? Group Chief Econ…

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Larry Adam and Neil Shearing on the global macro/markets outlook 34:15

8M ago34:15

34:15

Is the US facing a hard landing, a soft landing or no landing? Have stimulus announcements fundamentally changed the China equities story? How should investors trade risks around the US election? Raymond James CIO Larry Adam joins Group Chief Economist Neil Shearing on the latest episode of The Weekly Briefing from Capital Economics. They talk to D…

1
Special: Iran's missile strike on Israel and oil market implications 8:59

8M ago8:59

8:59

In the wake of Iran’s missile strike on Israel on Tuesday, Deputy Chief EM Economist Jason Tuvey and David Oxley, our Chief Commodities and Climate Economist, talk about implications for the global oil market, including: What an Israeli retaliation against Iranian oil production could mean for prices; The risks around Iran closing the Strait of Hor…

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China’s stimulus blizzard, the ECB’s quandary, Kamala Harris' housing plan and more 25:06

9M ago25:06

25:06

China’s leadership finally took action this week to staunch the economy’s bleeding with a flurry of stimulus announcements and pledges to do more. But will it be enough? Group Chief Economist Neil Shearing talks to David Wilder about whether the outlook for the Chinese economy has fundamentally shifted as a result of a news-packed few days. He also…

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As the Fed gets cutting, where will rates settle? 21:06

9M ago21:06

21:06

After the long-awaited start to the Federal Reserve’s easing cycle, Group Chief Economist Neil Shearing discusses next steps. He answers client questions about the risks of inflation bouncing back and explains why we expect rates to settle at levels much higher than before the pandemic. Also, on the show, Lily Millard and Shilan Shah from our emerg…

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Property Special: Retail’s return from the dead and what to expect from its recovery 15:23

9M ago15:23

15:23

Reports of retail’s death have been exaggerated. After a long and painful adjustment, the retail’s potential to deliver decent returns means our commercial real estate team now thinks it’ll be the second best performer among the major sectors over our forecast horizon in both the US and UK. CRE Chief Economist Kiran Raichura and Matt Pointon, our U…

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25 or 50? What the Fed will do, how markets could react, and our new recession indicators 24:06

9M ago24:06

24:06

As the much-anticipated start of Fed easing approaches, the debate has centred on whether Powell & Co. will opt for a 25 or a 50-basis point rate cut. On the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing discusses the rationale for a larger move, but also explains why we’re expecting this easing c…

1
What that payrolls report means for the Fed, the ECB's balancing act, recession risks and more 12:41

9M ago12:41

12:41

That August payrolls report was one of the more keenly awaited data releases in a while – but what do its details suggest about how the Fed is likely to start monetary easing when it meets later this month? On the latest episode of The Weekly Briefing from Capital Economics, Chief North America Economist Paul Ashworth and Group Chief Economist Neil…

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August payrolls preview, China's confused policy moves, key risks to watch and more 20:30

9M ago20:30

20:30

August’s US employment report release on Friday will be the coming week’s must-watch market event. On the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing talks about what we’re expecting and how the outcome could influence the anticipated start of Fed easing this month. Neil also discusses China’s c…

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What Powell said at Jackson Hole, China-India ties in a fractured world and more 18:42

10M ago18:42

18:42

On the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing and Stephen Brown, our Deputy Chief North America Economist, give their take on what Jerome Powell said to the Fed’s annual gathering at Jackson Hole. Neil and Stephen assess the likelihood of the Fed's easing cycle beginning with a 50 basis poi…

1
After the summer growth scare – The state of the global economy 13:32

10M ago13:32

13:32

As markets have come roaring back from the recent growth scare, Group Chief Economist Neil Shearing talks to Jennifer McKeown, Capital Economics’ Chief Global Economist, about the true state of the global economy and the outlook for policy. Their discussion takes in the latest activity data from across the US, UK, Europe and China, as well as the s…

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Has the global markets storm blown over? 23:38

10M ago23:38

23:38

Global markets appear to have stabilised at the end of a week which began with a nasty bout of volatility. But is the selling in equities over or will fears about the US economy and an unwinding carry trade trigger more pain for investors? Deputy Chief North America Economist Stephen Brown and Jonas Goltermann, Capital Economics’ Deputy Chief Marke…

1
Payrolls fallout – The spectre of US recession haunts the stock market 15:10

10M ago15:10

15:10

With that grim July payrolls report triggering fresh selling in US stocks and bond buying on Friday, Group Chief Economist Neil Shearing and Deputy Chief Markets Economist Jonas Goltermann join David Wilder to talk about whether there's anything to recession fears, what the Fed will do in the coming weeks and what this all means for equities. Durin…

1
What to watch in a jam-packed week of market events 26:45

11M ago26:45

26:45

Chinese PMI, Australian CPI, euro-zone GDP, the new UK chancellor’s statement to Parliament, the Bank of Japan, the Bank of England, the Fed…it’s a packed week of releases and central bank meetings and Group Chief Economist Neil Shearing talks through what will be some of the more closely watched market events. In the process, he puts recent US dat…

1
Special episode: Who's going to lead the global CRE recovery? 12:12

11M ago12:12

12:12

Which commercial real estate markets are set to recover first, and where will recovery be strongest? The Capital Economics real estate team has been looking closely at the comparative performance of the US, European and UK markets to advise clients on where to find opportunities – and where painful adjustments to the post-pandemic world are likely …

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