French turmoil, the Fed and BoE in the election cycle, Europe’s EVs tariffs and more

In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing talks about what’s happening in France and what that means for the bond market. He also assesses the Fed’s June meeting and previews what the Bank of England could decide on Thursday – as well as the discussing how the onset of elections could influence these institutions. (00:00-13:30)

Plus, following the European Union’s announcement of plans to slap tariffs on Chinese EV imports, Andrew Kenningham and Mark Williams talk through the Union’s strategy, comparing how it stacks up against similar US measures announced just a few weeks ago. (15:54-25:22)

Finally, as OPEC lashes out at IEA oil demand forecasts, Olivia Cross talks to Elias Hilmer about our own long-term forecasts for when fossil fuel demand will peak. (26:46-31:02)

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.