HeyJaredThe 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.
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 18, 2026
- Audience
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- Earliest in this view
- Jul 3, 2026
Latest episodes
The Fed, the World, and China Shock 2.0 (opens the original)
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Neil Shearing and Jennifer McKeown unpack a pivotal week for the world's major central banks. They discuss the Federal Reserve's latest rate hike and what it says about the independence of central banks in an era of political pressure. They then talk about why the market may be mispricing the future path of interest rates in the US, euro-zone, Japan and the UK. Finally, they discuss Capital Economics' new China Shock 2.0 research programme, exploring how China's export surge is reshaping the glo
Neil Shearing on China Shock 2.0 (opens the original)
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The stunning surge in Chinese exports bears comparison with what happened during the first China shock of the early 2000s. But this time is different: the scale is much larger, the goods being exported are much more advanced and the geopolitical environment is much more fraught. In this special episode of The Weekly Briefing, Group – Chief Economist Neil Shearing introduces Capital Economics' new series on China Shock 2.0, explaining what this shock means for the global economy, why the costs th
That hot jobs report and the Fed's September meeting (opens the original)
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That was a much hotter payrolls report than the market had expected, but how will it influence this month’s Fed decision? With inflation risks still prevalent, how will the ECB and Bank of England approach their September meetings? And what does the surge in bond yields mean for economies? Group Chief Economist Neil Shearing and Chief North America Economist Stephen Brown join David Wilder on the latest episode of The Weekly Briefing to discuss energy prices, bond yields, inflation risks and wha
AI earnings and equities, gauging Bessent’s success and Iran’s economic squeeze (opens the original)
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Can another set of blow-out AI earnings reignite the rally that has powered equities for so long but recently seems to have run out of puff? Chief Markets Economist Jonas Goltermann joins The Weekly Briefing from Capital Economics to discuss the latest tech earnings, whether Scott Bessent has managed to cap Treasury yields and what investors will want to hear from Kevin Warsh in his Jackson Hole address. Also on the show, just days after Bessent announced ‘Economic D-Day’ for Iran, Chief Emergin
The great global bond sell-off – causes, consequences and what comes next (opens the original)
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This special episode of The Weekly Briefing from Capital Economics features an exclusive extract from our client briefing on the global bond sell-off, its causes, consequences and where markets go from here. In this edited extract, Group Chief Economist Neil Shearing and Chief Markets Economist Jonas Goltermann answer questions from clients around the world, including: What was Scott Bessent’s Treasury market intervention intended to achieve, and why it has so far fallen short? What are the econ
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