Group Chief Economist Neil Shearing is back to discuss what the recent data say about the global economic outlook – including October US payrolls and China PMIs – and what to expect from the Fed, ECB and Bank of England following their decisions to keep rates unchanged over the past week. Neil also explains why a persistent focus on the threats to humanity posed by artificial intelligence is unhelpful. 

Franziska Palmas from our Europe team is also on the show to discuss her worrying new forecasts for Italy’s debt ratio and whether it could be a trigger for a crisis within the euro-zone. 

Plus, an exclusive clip from the latest monthly Drop-In briefing in which our Asia team talks through the Bank of Japan’s next steps after that latest tweak to its Yield Curve Control policy.

Click here to explore the analysis referenced in this episode.