August’s US employment report release on Friday will be the coming week’s must-watch market event. On the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing talks about what we’re expecting and how the outcome could influence the anticipated start of Fed easing this month.
Neil also discusses China’s confusing policy signals and, ahead of client briefings this week, highlights some of the key risks that the economist team is watching between now and year-end.
Also on the show, Zichun Huang from our China team explains what Beijing needs to do to resolve the property market’s giant inventory of unsold apartments – but also why resolution won’t dramatically alter the Chinese economic outlook.
Analysis and events referenced in this episode:
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.