{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Weekly Briefing from Capital Economics","title":"Israel-Iran strikes, the Fed’s next steps, US-China trade talks and more","html":"","width":"100%","height":180,"duration":1304,"description":"Following Israeli strikes against Iranian nuclear and military targets, and Iranian counterstrikes, Group Chief Economist Neil Shearing lays out what investors should be watching for across macro and markets. Among other issues, Neil also explains:\nWhy – as things stand – this situation shouldn’t influence the Fed meeting in the coming week;  \nWhat the latest inflation data signal about how tariffs are working their way through the global economy; \nWhether a 'shadow' Fed chairman would tackle Donald Trump's problems with the current incumbent \nWhat to make of the past week’s round of US-China talks in London.\nAlso on the show, Commodities Economist Hamad Hussain talks about China’s stranglehold on global rare earths supply, how the demand picture will change in the wake of the latest US-China agreement and why Western governments haven’t done more to find alternatives to Chinese sellers. \n\nEvents and analysis referenced in this episode:\n\nThe Israel-Iran escalation and global markets\nIsrael’s strikes on Iran: assessing the macro impact\nDrop-In: Israel-Iran military strikes – Assessing the global economic implications\nFiring Powell would just be the beginning of the Fed's end\nLimited US-China “deal” suggests ambitions are low\nRare earths “deal” won’t be the final word\nCapital Economics Events","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}