What’s missing from the China overcapacity row, that UK GDP data and an exclusive inflation briefing

Group Chief Economist Neil Shearing explains what the latest signals from the Bank of England and that Q1 UK GDP report mean in the latest episode of The Weekly Briefing from Capital Economics. He also previews the coming week’s US inflation data, tells David Wilder why EM monetary easing will need to slow and puts the US current account deficit in context. 

Also on the show, Chief Asia Economist Mark Williams talks to Leah Fahy from our China team about what his analysis of Chinese auto production and exports says about what’s been missing from the growing global row about Chinese industrial overcapacity.

And, in an exclusive clip from our recent client briefing about global inflation, the team talk services inflation and signs of labour market softening on both sides of the Atlantic. 

What is The Weekly Briefing from Capital Economics?

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 decision to China's slowdown to moves in equities, bonds and FX, 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.