The coming clash over Chinese oversupply, the UK budget vs the bond market, the carbon price outlook and more

China. Inflation. Trump. In this week’s episode of The Weekly Briefing from Capital Economics, Neil Shearing addresses some of the questions which kept coming up during a recent round of client meetings in the Middle East and Asia. (00.00-10:15)

Also on the show, Paul Dales and Ruth Gregory from our UK team preview the coming week’s Spring Budget and discuss why the UK’s fiscal constraints mean that the winner of this year’s general election faces some ugly choices. (12:19-20:57)

Plus, as the European carbon price falls to fresh lows, Caroline Bain and David Oxley talk about the forces weighing on prices, but also why market reforms should see prices turn around over the medium-term. (22:13-28:25)

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What is Capital Economics Weekly Briefing?

Capital Economics, a world leading provider of macroeconomic insight, presents The Weekly Briefing – the show with all you need to know about what's happening in the global economy and markets. From the Fed's next move to China's slowdown to the global housing bust, each week, our team of economists take apart the big economic and market stories and highlight the issues that investors should be paying more attention to.