That was a much hotter payrolls report than the market had expected, but how will it influence this month’s Fed decision? With inflation risks still prevalent, how will the ECB and Bank of England approach their September meetings? And what does the surge in bond yields mean for economies?
Group Chief Economist Neil Shearing and Chief North America Economist Stephen Brown join David Wilder on the latest episode of The Weekly Briefing to discuss energy prices, bond yields, inflation risks and what they mean for the path of interest rates.
Also on the show, with resurgent energy prices adding to the dilemma facing central bankers and bond markets, we hear an exclusive excerpt from a recent client briefing on our outlook for markets. Our Commodities team looks at the near-term risks to oil product prices and natural gas supply, as well as what the US-Venezuela oil deal could mean for energy markets.
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Global Drop-In: Post-summer macro and markets outlook, Tuesday 8th September
0900 BST/1600 SGT: https://www.capitaleconomics.com/events/global-drop-post-summer-macro-and-markets-outlook
1000 ET/1500 BST: https://www.capitaleconomics.com/events/global-drop-post-summer-macro-and-markets-outlook-0
Watch now: Commodities catch-up – What next for energy, gold and agriculturals?
https://www.capitaleconomics.com/events/drop-commodities-catch-what-next-energy-gold-and-agriculturals
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 those issues that investors should be paying more attention to.