The latest Weekly Briefing covers the global outlook, financial markets and energy. Group Chief Economist Neil Shearing explains what the ceasefire in the Middle East means for growth and inflation, how quickly the world economy could recover if it holds, and what happens if fighting resumes.
James Reilly, a Senior Economist on our Markets team, joins to run through updated forecasts for equities and bonds, why markets have held up relatively well, and why the stock market highs expected before the war now look out of reach.
Plus, in an exclusive clip from a recent client briefing, our Climate & Commodities team explain why restoring oil supply is not as simple as flicking a switch, and the constraints on refined product output.
Related
Iran conflict: Global macro and market implications
https://www.capitaleconomics.com/key-issues/iran-conflict
Watch: How the Middle East conflict has changed the price outlook
https://www.capitaleconomics.com/events/commodities-drop-how-middle-east-conflict-has-changed-price-outlook
Mapping the next stage of the AI rally
https://www.capitaleconomics.com/publications/equities-focus/mapping-next-stage-ai-rally
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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 those issues that investors should be paying more attention to.