{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Weekly Briefing from Capital Economics","title":"The next oil shock? And China's economy after the GDP miss","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/1f0b994d\"></iframe>","width":"100%","height":180,"duration":2046,"description":"The collapse of the US-Iran ceasefire has triggered another spike in oil prices and put markets back on edge. Neil Shearing joins David Wilder to discuss whether the world is heading for another oil shock and what it would mean for growth and inflation. He also explains how Kevin Warsh's warning that the Fed has \"no tolerance for persistently elevated inflation\" could translate into policy.\nAlso on the show, Julian Evans-Pritchard unpacks China's disappointing Q2 GDP figures, including the role AI is playing in shoring up activity, explains why the People's Bank of China isn't more concerned about slowing credit growth and discusses what to expect on the stimulus front.\nRelated content\n\nThe implications of a renewed closure of the Strait\nhttps://www.capitaleconomics.com/publications/global-economics-update/implications-renewed-closure-strait\nGlobal Economic Outlook: US strength points to renewed policy divergence\nhttps://www.capitaleconomics.com/publications/global-economic-outlook/us-strength-points-renewed-policy-divergence-0\nUK Drop-In: The Burnham government – will policy ambition collide with economic reality?\nhttps://www.capitaleconomics.com/events/uk-drop-burnham-government-will-policy-ambition-collide-economic-reality\nWhy Burnham will struggle to revive UK growth\nhttps://www.capitaleconomics.com/publications/uk-economics-focus/why-burnham-will-struggle-revive-uk-growth","thumbnail_url":"https://img.transistorcdn.com/k4wrAyzb9LdWZZe1LSeSSMxKx41PGd_uydFNbSPeNvI/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9jYzVh/ZjA4OWMzZDgzNDVk/N2JiMzlkOGY3NzZl/OTE2Yy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}