Group Chief Economist Neil Shearing unpacks another turbulent week for the global economy. He talks to David Wilder about the latest escalation in the US trade war, the economic fallout from rising tensions with Iran and higher oil prices and why the AI investment boom continues to reshape growth in the US and China.
- Trade war: What's behind the Trump administration's latest tariff announcements and why global trade has remained surprisingly resilient.
- Shooting war: After oil $100 a barrel again, what are the implications for inflation and central banks if tensions in the Middle East continue to escalate?
- AI boom: How AI investment is now the major driver of growth in both the US and China, and what happens if the boom turns to bust?
Related content
Fed preview: Rate hikes coming, but not until September
https://www.capitaleconomics.com/publications/us-fed-watch/rate-hikes-coming-not-until-september
Bank of England preview: BoE to hold rates as energy prices keep rate hikes in play
https://www.capitaleconomics.com/publications/boe-watch/boe-watch-boe-hold-rates-energy-prices-keep-rate-hikes-play
What is the future of US tariffs?
https://www.capitaleconomics.com/publications/global-economics-update/what-future-us-tariffs
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.