As the dust settles on that momentous election, Group Chief Economist Neil Shearing is on The Weekly Briefing from Capital Economics to discuss what is known and unknown about the coming Trump administration. He talks about potential guardrails on the president-elect’s pledges and about how central banks – not least the Fed – can navigate this trickier policy environment.
Plus, after another widely anticipated Chinese stimulus announcement disappoints, Chief Asia Economist Mark Williams explains the disconnect between what the market wants to hear from the leadership in Beijing, and what the leadership is prepared to do to support the economy.
Analysis referenced in this episode:
Key Issue: Trump's second term
https://www.capitaleconomics.com/key-issues/trumps-second-term
Trump, tariffs, tech controls, Taiwan & China
https://www.capitaleconomics.com/publications/china-economics-update/trump-tariffs-tech-controls-taiwan-china
What happened to the fiscal stimulus?
https://www.capitaleconomics.com/publications/china-economics-update/what-happened-fiscal-stimulus
Slowdown still has a lot further to run
https://www.capitaleconomics.com/publications/china-economics-update/slowdown-still-has-lot-further-run
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.