The Weekly Briefing from Capital Economics

In just a few days, US–China relations have taken a troubling turn. How did we go from the goodwill of the London and Madrid bilaterals to the current war of words, the threats and the counter-threats? Is this simply pre-APEC brinkmanship, or the start of a more fundamental breakdown in relations between Washington and Beijing? And how great are the risks of a miscalculation that spills over into the global economy? 

In this special episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing and Head of China Economics Julian Evans-Pritchard discuss the past, present and future of US–China relations. They explore key questions, including:

• What’s driving Beijing’s new controls on rare earths, and whether the government could reverse course
• What’s wrong with US perceptions of China’s economic health – and why those perceptions could prove dangerous
• How the global economy will need to keep adjusting to a fracturing US-China relationship

Analysis referenced in this episode

The fracturing of the Global Economy
US may revive plans to curb financial ties with China
Global Economics Outlook: US leads, others lag, in uneven global economy
CAP: Economy holding up, but growth remains weak
China’s push for innovation is not lifting productivity

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.