The Weekly Briefing from Capital Economics Trailer Bonus Episode 142 Season 1

A "whiff of stagflation", the state of US exceptionalism, and China's weak start to 2025

A "whiff of stagflation", the state of US exceptionalism, and China's weak start to 2025A "whiff of stagflation", the state of US exceptionalism, and China's weak start to 2025

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  1. A "whiff of stagflation", the state of US exceptionalism, and China's weak start to 2025

  2. The Mar-a-Lago myth, another crisis in Turkey and Rachel Reeves' under pressure

  3. What to make of US recession fears, a Fed preview, our long-term global macro outlook and more

  4. Tariffs special: The macro implications of Trump's latest trade actions

  5. In the fog of policy uncertainty, China’s National People's Congress, India in Trumpland and more

  6. Was that the week that changed the world?

  7. Why markets rallied on reciprocal tariffs; Germans to vote in the shadow of Trump, Xi and Putin

  8. Lessons from a drama-filled week in Trumpland, China upends the EM development model and more

  9. Special: Trump tariffs unleashed - does a global trade war follow?

  10. Trump vs the Fed, the real Stargate story and why oil prices look even shakier

  11. An ‘American Carnage’ sequel? Another big year for US stocks, Keir Starmer's AI dreams and more

  12. Jobs blowout deepens bond market gloom, Rachel Reeves' sticky fiscal wicket, Trump and the dollar and more

  13. The Fed changes tack, why no second Plaza Accord and why markets punished Brazil

  14. Central bank policy pains, China’s pivot, the market bubble in 2025, geopolitics vs macro and more

  15. The World in 2025 – The macro themes that will shape next year

  16. More tariff threats, China and 'Japanification', payrolls preview, India and Trump and more

  17. Special Episode: What to make of Trump's tariff warning

  18. Trying to avoid talking Trump and what an end to the Ukraine war could look like

  19. The economic fallout from tariffs and deportations and what follows the 'Trump bump'

  20. Trump up-ends the macro narrative and the Chinese stimulus that wasn’t

  21. Special Episode: The US election aftermath and Trump's second coming

  22. What this election means for macro and markets and the aftermath of the UK Budget

  23. Special Episode: UK Budget – Macro impact, market reaction

  24. Bond market jitters, UK Budget preview, Trudeau’s immigration U-turn and more

  25. What Trump gets wrong on tariffs, a super-sized ECB rate cut, EV sales vs oil demand and more