The Weekly Briefing from Capital Economics

Group Chief Economist Neil Shearing tackles the week’s biggest macro and market questions, including: what could Beijing do after more weak China data? Why tariffs aren’t showing up more in the US economy? How much have the latest inflation reports shifted the Fed’s rate-cut debate – and should the Treasury Secretary be taking shots at central banks?

Also: Chief Markets Economist John Higgins on why we’ve lifted our S&P 500 forecasts, the limits of valuation metrics, and the risks markets face from an unpredictable – and increasingly emboldened – president.

Plus: In a clip from our online Drop-In client briefing, Shilan Shah on what’s gone wrong in India-US relations and how 50% tariffs could hit India’s economy.

Analysis and events referenced in this episode:

CAP: Growth slows in Q2 despite resilient industry
In-person events: Fracturing in the age of Trump
S&P 500: onwards and upwards for this year and next
Drop-In: India in Trump’s firing line – What’s at stake for the economy and markets


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.