On the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing and Stephen Brown, our Deputy Chief North America Economist, give their take on what Jerome Powell said to the Fed’s annual gathering at Jackson Hole.
Neil and Stephen assess the likelihood of the Fed's easing cycle beginning with a 50 basis point cut, look ahead to the coming week's inflation and consumption data, and also take in Kamala Harris' nomination speech at the Democratic National Convention.
Also on the show, Deputy Chief EM Economist Shilan Shah and Mark Williams, our Chief Asia Economist, discussed signs of improvement in China-India ties and what they mean in a global economy that's fracturing into US and China-led economic blocs.
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.