Special episode: The World in 2026 – Key drivers, key risks in global macro

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The Weekly Briefing from Capital Economics

Capital Economics

182 episodes

2 weeks ago

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.

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Special episode: The World in 2026 – Key drivers, key risks in global macro

The Weekly Briefing from Capital Economics

28 minutes

3 weeks ago

Special episode: The World in 2026 – Key drivers, key risks in global macro

In this special episode of The Weekly Briefing podcast, Group Chief Economist Neil Shearing and Chief Global Economist Jennifer McKeown outline Capital Economics' expectations for 2026.

They tackle the key drivers and risks in the year ahead, examining how the AI narrative will unfold, why the US will be a notable outperformer, how much further China’s exporters can take market share and why a new Fed chair probably won’t deliver the rate cuts that Donald Trump wants.

Learn more:

The World in 2026 homepage