Following Israeli strikes against Iranian nuclear and military targets, and Iranian counterstrikes, Group Chief Economist Neil Shearing lays out what investors should be watching for across macro and markets. Among other issues, Neil also explains:
- Why – as things stand – this situation shouldn’t influence the Fed meeting in the coming week;
- What the latest inflation data signal about how tariffs are working their way through the global economy;
- Whether a 'shadow' Fed chairman would tackle Donald Trump's problems with the current incumbent
- What to make of the past week’s round of US-China talks in London.
Also on the show, Commodities Economist Hamad Hussain talks about China’s stranglehold on global rare earths supply, how the demand picture will change in the wake of the latest US-China agreement and why Western governments haven’t done more to find alternatives to Chinese sellers.
Events and analysis referenced in this episode:
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.