Is this endgame for the global monetary tightening cycle?

Group Chief Economist Neil Shearing previews a big week of inflation data and central bank decisions while David Oxley, the head of our Climate Economics coverage, and Chief EM Economist William Jackson discuss whether Lula can tackle deforestation when he returns to the Brazilian presidency in January.

Show Notes

Last week was a relatively quiet one for markets. The same won’t be said about this coming week. US inflation data and a slew of central bank decisions will give investors plenty to chew over as they scan for signs that the end of monetary tightening cycles could finally be looming into view. Will policymakers at the Fed, the ECB and/or the Bank of England give the market what it wants? Plus, the stunning political comeback of Lula in Brazil has fuelled hopes of a renewed push to curb deforestation in the Amazon. Will the incoming President do what it takes, or will other economic challenges take priority?

Research referenced:
Fed: Peak in rates coming into view
ECB set to hike by 50bp; more to come next year
BoE: Peak is in sight, but we’re not there yet
Lula’s fiscal plans intensify Brazil’s public debt risks

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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 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.