The Weekly Briefing from Capital Economics
Trailer
Bonus
Episode 82
Season 1
The coming clash over Chinese oversupply, the UK budget vs the bond market, the carbon price outlook and more
China. Inflation. Trump. In this week’s episode of
The Weekly Briefing from Capital Economics, Neil Shearing
addresses some of the questions which kept coming up during a recent round of client meetings in the Middle East and Asia. (00.00-10:15)
Also on the show, Paul Dales and Ruth Gregory from our UK team preview the coming week’s Spring Budget and discuss why the UK’s fiscal constraints mean that the winner of this year’s general election faces some ugly choices. (12:19-20:57)
Plus, as the European carbon price falls to fresh lows, Caroline Bain and David Oxley talk about the forces weighing on prices, but also why market reforms should see prices turn around over the medium-term. (22:13-28:25)
Click here to explore the analysis and events referenced in this podcast.