{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Weekly Briefing from Capital Economics","title":"Larry Adam and Neil Shearing on the global macro/markets outlook","html":"","width":"100%","height":180,"duration":2055,"description":"Is the US facing a hard landing, a soft landing or no landing? Have stimulus announcements fundamentally changed the China equities story? How should investors trade risks around the US election?\n\nRaymond James CIO Larry Adam joins Group Chief Economist Neil Shearing on the latest episode of The Weekly Briefing from Capital Economics. They talk to David Wilder about the big issues in global macro and markets in a wide-ranging chat that takes in:\nHow quickly the Fed will unwind its restrictive policy and where it will stop cutting rates;\nWhat's holding European equities back from outperforming the US; \nWhy escalating conflict in the Middle East hasn't had a big impact on markets so far, and what could change that.\nFurther reading\nRaymond James Letter from the CIO: The Great American Road Trip\nhttps://www.raymondjames.com/trimaranadvisors/resources/2024/10/01/the-great-american-road-trip\nCE Group Chief Economist Note: How Trump could erode the US economic advantage in a fractured world\nhttps://www.capitaleconomics.com/blog/how-trump-could-erode-us-economic-advantage-fractured-world\nCE: US Macro Scenarios dashboard\nhttps://www.capitaleconomics.com/data-and-charts/scenarios\nCE: China stimulus - Your questions answered\nhttps://www.capitaleconomics.com/publications/china-economics-update/china-stimulus-your-questions-answered\nCE: Latest thoughts on r* and where rates end this cycle\nhttps://www.capitaleconomics.com/publications/global-economics-update/latest-thoughts-r-and-where-rates-end-cycle\nAbout Larry Adam\nLarry Adam joined Raymond James in 2018 as the chief investment officer for Private Client Group. Prior to joining Raymond James, Larry, as a managing director, held the dual roles of CIO of the Americas and global chief investment strategist for Deutsche Bank private wealth management. He sat on the U.S. investment committee, the management team responsible for investment strategy and asset allocation for U.S. discretionary client portfolios. He was also a...","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}