In the aftermath of Joe Biden’s poorly received debate performance, Group Chief Economist Neil Shearing explains the market response and highlights potential economic risks around a second Trump presidency. He also reviews the latest US inflation data and talks about the AI’s transformational promise in the wake of a sharp market sell-off in stocks linked to the emergent technology.
Plus, Paul Dales and Ruth Gregory from our UK team preview the coming week’s general election and discuss when we could see details on tax and spending plans from Keir Starmer’s government if the Labour government win on Thursday.
Finally, as shipping costs rebound, Simon MacAdam speaks to Leah Fahy about what’s driving their resurgence and whether this presents an inflation risk.
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.