Ahead of the year’s big political event, The Weekly Briefing from Capital Economics includes an exclusive clip from our client briefing all about what to expect from the US election. Chief Asia Economist Mark Williams and the team tackle everything from Kamala Harris’ fiscal plans to how the euro could react to which candidate the Chinese Communist Party would prefer to deal with. (Watch the full briefing
here.)
Plus, Deputy Chief UK Economist Ruth Gregory unpacks the market response to the UK Budget and explains how Rachel Reeves' fiscal plans could shape the UK's monetary policy outlook.
Analysis and events referenced in this episode
Register Now: Drop-In: US election aftermath – Trump vs Harris and the state of union
https://www.capitaleconomics.com/events/drop-us-election-aftermath-trump-vs-harris-and-state-union
Key Issues: US election 2024
https://www.capitaleconomics.com/key-issues/us-election-2024
Will the BoE start to cut interest rates quicker?
https://www.capitaleconomics.com/publications/boe-watch/will-boe-start-cut-interest-rates-quicker
How worrying is the surge in Gilt yields?
https://www.capitaleconomics.com/publications/bonds-equities/how-worrying-surge-gilt-yields
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.