The Weekly Briefing from Capital Economics

This week, Neil Shearing is joined by James Reilly and Jack Allen-Reynolds to unpack the latest bond market sell-off, the forces driving higher global yields, and why equity markets continue to defy expectations. They also examine mounting fiscal concerns in France, assess whether the eurozone faces a renewed debt crisis, and discuss how Europe is responding to growing competitive pressures from China.

https://www.capitaleconomics.com/publications/global-economics-update/what-bond-sell-means-monetary-policy
https://www.capitaleconomics.com/publications/capital-daily/increasingly-narrow-equity-rally-rings-alarm-bells

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.