Where will bank turmoil blowback show up in the data?

How will the ructions in the banking sector be reflected in the data? Tracking the credit impact of March’s events isn’t as straightforward as it appears, says Group Chief Economist Neil Shearing. He talks to David Wilder about how to cut through the noise and where to look for signs that banks are curbing lending activity – including in our proprietary Financial Conditions Indices.

Plus, with the UN projecting that India is now the world’s most populous country, Deputy EM Economist Shilan Shah discusses what the country needs to do to make the most of its demographic dividend – including how to bring millions of women into the workforce.  

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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.