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Biden’s latest China salvo, the stock market bubble revisited, UK CPI preview and more

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Manage episode 419090292 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 the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing addresses the White House announcement of higher tariffs on Chinese goods and what that signals about the direction of the global economic system. He also reviews the latest US inflation data and explains what to expect from the coming week’s UK CPI release.

Chief Markets Economist John Higgins is also on the show, talking to David Wilder about this month’s recovery in US equities, our no longer out-of-consensus 2024 and 2025 forecasts and what to look for before the market bubble finally bursts.

And there’s more on those China tariffs, with an exclusive clip from our client briefing about how Europe could respond to Chinese EV imports and whether higher US tariffs will lead to a further reordering of global trade flows.

  continue reading

107 episodes

Artwork
iconShare
 
Manage episode 419090292 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 the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing addresses the White House announcement of higher tariffs on Chinese goods and what that signals about the direction of the global economic system. He also reviews the latest US inflation data and explains what to expect from the coming week’s UK CPI release.

Chief Markets Economist John Higgins is also on the show, talking to David Wilder about this month’s recovery in US equities, our no longer out-of-consensus 2024 and 2025 forecasts and what to look for before the market bubble finally bursts.

And there’s more on those China tariffs, with an exclusive clip from our client briefing about how Europe could respond to Chinese EV imports and whether higher US tariffs will lead to a further reordering of global trade flows.

  continue reading

107 episodes

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