In this latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing assesses just how much the global inflation picture has really changed in the wake of that US March CPI print. He talks to David Wilder about which central banks are likely to cut when, previews a busy week of economic data and explains why a strong dollar isn't as much of a problem for the global economy as many think.
And, in the wake of retaliatory Israeli strikes on Iran, he explains how investors should tackle macro and market risks amid ongoing conflict in the Middle East.
Also on the podcast, Deputy Chief Global Economist Simon MacAdam discusses his new report about why excess savings should no longer be considered an issue for DM policymakers and an exclusive clip from our online client briefing about the outlook for financial markets.
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.