In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing outlines the three big policy quandaries facing three big DM central banks. He unpacks the ECB’s December decision, previews the upcoming Fed and Bank of England meetings and talks about which of these institutions faces the greatest risks in 2025.
Neil also talks about whether China’s policy pivot will translate into meaningful efforts to support and rebalance the economy, discusses what events in Syria say about geopolitics and the macro narrative and highlights a key risk for the coming year.
Plus, following our dive into the big macro themes for 2025, Chief Markets Economist John Higgins is on the show to talk about the financial markets outlook – including why we think a bubble in US equities will keep inflating over the coming year.
Analysis and events referenced in this episode:
Drop-In: The Fed, ECB and BoE December meetings and the 2025 policy outlook
https://www.capitaleconomics.com/events/drop-fed-ecb-and-boe-december-meetings-and-2025-policy-outlook
Latest quarterly Outlooks
https://www.capitaleconomics.com/outlooks
Week-ahead Forecasts
https://www.capitaleconomics.com/data-and-charts/week-ahead-forecasts
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.