Go offline with the Player FM app!
'More good data' for the Fed, more election uncertainty and why the ECB won't rush a follow-up
Manage episode 428897165 series 3410672
In the latest episode of The Weekly Briefing from Capital Economics, Chief North America Economist Paul Ashworth reflects on a couple of crucial inflation reports, explaining how they’ve shifted the disinflation narrative and could even lead to even more aggressive policy easing from the Federal Reserve this year. Paul also discusses with David Wilder how his team is trying to cut through the noise around the US election to forge a coherent view of the US economic outlook in 2025 and beyond.
Andrew Kenningham, our Chief Europe Economist, is also on the show to preview the coming week’s ECB meeting but also to talk through Europe’s own election uncertainty as the French political establishment continues to reel from the fall-out from last month’s legislative election against a backdrop of a worsening fiscal picture.
101 episodes
Manage episode 428897165 series 3410672
In the latest episode of The Weekly Briefing from Capital Economics, Chief North America Economist Paul Ashworth reflects on a couple of crucial inflation reports, explaining how they’ve shifted the disinflation narrative and could even lead to even more aggressive policy easing from the Federal Reserve this year. Paul also discusses with David Wilder how his team is trying to cut through the noise around the US election to forge a coherent view of the US economic outlook in 2025 and beyond.
Andrew Kenningham, our Chief Europe Economist, is also on the show to preview the coming week’s ECB meeting but also to talk through Europe’s own election uncertainty as the French political establishment continues to reel from the fall-out from last month’s legislative election against a backdrop of a worsening fiscal picture.
101 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.