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Overcooked inflation fears, the end of the excess savings debate and a global markets briefing

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Manage episode 413753092 series 3410672
Content provided by David Wilder and Capital Economics. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Wilder and Capital Economics or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing assesses just how much the global inflation picture has really changed in the wake of that US March CPI print. He talks to David Wilder about which central banks are likely to cut when, previews a busy week of economic data and explains why a strong dollar isn't as much of a problem for the global economy as many think.
And, in the wake of retaliatory Israeli strikes on Iran, he explains how investors should tackle macro and market risks amid ongoing conflict in the Middle East.

Also on the podcast, Deputy Chief Global Economist Simon MacAdam discusses his new report about why excess savings should no longer be considered an issue for DM policymakers and an exclusive clip from our online client briefing about the outlook for financial markets.

  continue reading

95 episodes

Artwork
iconShare
 
Manage episode 413753092 series 3410672
Content provided by David Wilder and Capital Economics. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Wilder and Capital Economics or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing assesses just how much the global inflation picture has really changed in the wake of that US March CPI print. He talks to David Wilder about which central banks are likely to cut when, previews a busy week of economic data and explains why a strong dollar isn't as much of a problem for the global economy as many think.
And, in the wake of retaliatory Israeli strikes on Iran, he explains how investors should tackle macro and market risks amid ongoing conflict in the Middle East.

Also on the podcast, Deputy Chief Global Economist Simon MacAdam discusses his new report about why excess savings should no longer be considered an issue for DM policymakers and an exclusive clip from our online client briefing about the outlook for financial markets.

  continue reading

95 episodes

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