{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Weekly Briefing from Capital Economics","title":"Trade wars, shooting wars and the AI investment boom","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/8dee28d0\"></iframe>","width":"100%","height":180,"duration":1428,"description":"Group Chief Economist Neil Shearing unpacks another turbulent week for the global economy. He talks to David Wilder about the latest escalation in the US trade war, the economic fallout from rising tensions with Iran and higher oil prices and why the AI investment boom continues to reshape growth in the US and China.\nTrade war: What's behind the Trump administration's latest tariff announcements and why global trade has remained surprisingly resilient.\nShooting war: After oil $100 a barrel again, what are the implications for inflation and central banks if tensions in the Middle East continue to escalate?\nAI boom: How AI investment is now the major driver of growth in both the US and China, and what happens if the boom turns to bust? \n\nRelated content\nFed preview: Rate hikes coming, but not until September\nhttps://www.capitaleconomics.com/publications/us-fed-watch/rate-hikes-coming-not-until-september\nBank of England preview: BoE to hold rates as energy prices keep rate hikes in play\nhttps://www.capitaleconomics.com/publications/boe-watch/boe-watch-boe-hold-rates-energy-prices-keep-rate-hikes-play\nWhat is the future of US tariffs?\nhttps://www.capitaleconomics.com/publications/global-economics-update/what-future-us-tariffs","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}