Group Chief Economist Neil Shearing hops off the plane from New York and hops onto the latest episode of The Weekly Briefing from Capital Economics to explain what Donald Trump’s cabinet nominations signal about the macro policy outlook, how Europe and China could respond to tariffs and the economic implications of removing millions of migrant workers from the US economy.
Plus, as the initial, post-election euphoria in US financial markets – dubbed the 'Trump bump' – wears off, Deputy Chief Markets Economist Jonas Goltermann discusses what lies ahead for equities, bonds and currencies.
Analysis referenced in this episode:
Key Issue: Trump's second term
https://www.capitaleconomics.com/key-issues/trumps-second-term
Video presentation: Trump's second term – Implications for the US economy
https://www.capitaleconomics.com/events/video-presentation-trumps-second-term-implications-us-economy
New market forecasts ahead of a new Trump presidency
https://www.capitaleconomics.com/publications/global-markets-update/new-market-forecasts-ahead-new-trump-presidency
Revising our currency forecasts to account for Trump
https://www.capitaleconomics.com/publications/fx-markets-update/revising-our-currency-forecasts-account-trump
Data: Global Market Forecasts
https://www.capitaleconomics.com/data-and-charts/global-markets-forecasts
What is Capital Economics Weekly Briefing?
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 move to China's slowdown to the global housing bust, 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.