{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Weekly Briefing from Capital Economics","title":"China's struggles, Bessent's overreach, Wall Street's climb and India's tariffs hit","html":"","width":"100%","height":180,"duration":2498,"description":"Group Chief Economist Neil Shearing tackles the week’s biggest macro and market questions, including: what could Beijing do after more weak China data? Why tariffs aren’t showing up more in the US economy? How much have the latest inflation reports shifted the Fed’s rate-cut debate – and should the Treasury Secretary be taking shots at central banks?Also: Chief Markets Economist John Higgins on why we’ve lifted our S&P 500 forecasts, the limits of valuation metrics, and the risks markets face from an unpredictable – and increasingly emboldened – president.Plus: In a clip from our online Drop-In client briefing, Shilan Shah on what’s gone wrong in India-US relations and how 50% tariffs could hit India’s economy.Analysis and events referenced in this episode:CAP: Growth slows in Q2 despite resilient industryIn-person events: Fracturing in the age of TrumpS&P 500: onwards and upwards for this year and nextDrop-In: India in Trump’s firing line – What’s at stake for the economy and markets","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}