Special: What's really happening in the US economy – and what does it mean for markets?

A stunning January jobs report has shifted the market narrative around the US economy, but has the fundamental story really changed that much? And does the economic picture justify the market’s bullish start to 2023 or have investors been partying in the face of a looming recession? Paul Ashworth, our Chief US Economist, joins Chief Markets Economist John Higgins for a discussion about what’s really happening in the US economy, what the Fed is likely to do, and what this all means for US equities, bonds and the dollar. Click here to read the analysis in this episode.

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 the issues that investors should be paying more attention to.