Can another set of blow-out AI earnings reignite the rally that has powered equities for so long but recently seems to have run out of puff?
Chief Markets Economist Jonas Goltermann joins The Weekly Briefing from Capital Economics to discuss the latest tech earnings, whether Scott Bessent has managed to cap Treasury yields and what investors will want to hear from Kevin Warsh in his Jackson Hole address.
Also on the show, just days after Bessent announced ‘Economic D-Day’ for Iran, Chief Emerging Markets Economist William Jackson assesses how much pain the Iranian economy is in and whether further pressure from the Trump administration could be enough to force Tehran to capitulate.
Related content
Concentrated earnings probably mean concentrated returns
https://www.capitaleconomics.com/publications/capital-daily/concentrated-earnings-probably-mean-concentrated-returns
Can Iran continue to hold out?
https://www.capitaleconomics.com/publications/middle-east-north-africa-economics-update/can-iran-continue-hold-out
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.