With the 10-year Treasury yield finally hitting 5%, Group Chief Economist Neil Shearing explains the macro risks around rising bond yields, telling David Wilder what this all means for central banks.
He also talks about how policymakers manage geopolitical uncertainty in light of Israel’s conflict with Hamas and talks about how events in the Middle East fit with the idea that the global economy is fracturing into competing US- and China-led blocs.
Plus, Mark Williams tackles market talk that China is dumping its dollars and Bradley Saunders discusses his recent analysis on whether AI hype is fuelling a bubble in stock markets.
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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.