بهترین پادکست های Weekly Economics (2025)

1
Driving in fog, standing on ice: The Fed and the fragile trade truce 34:17

3d ago34:17

34:17

The Fed is trying to calibrate policy in the midst of a government shutdown that’s effectively cut off the flow of data. Jerome Powell says that when you’re driving in fog, you should slow down – but there’s still a case for the FOMC to follow this past week’s rate cut with another move in December, says Deputy Chief North America Economist Stephen…

1
Trump and Xi, CPI and the Fed, oil and sanctions 26:16

10d ago26:16

26:16

Out of the darkness of a shuttered US government comes a rare data release – and it’s a CPI report that’s given markets some relief as the week draws to a close. But does September’s inflation data really clear the way for Fed rate cuts in December as well as October, as investors now expect? In this week’s episode of The Weekly Briefing from Capit…

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US–China trade war – What’s driving the latest escalation 35:40

17d ago35:40

35:40

In just a few days, US–China relations have taken a troubling turn. How did we go from the goodwill of the London and Madrid bilaterals to the current war of words, the threats and the counter-threats? Is this simply pre-APEC brinkmanship, or the start of a more fundamental breakdown in relations between Washington and Beijing? And how great are th…

1
The AI frenzy, Japan’s market shock and France’s political storm 30:04

24d ago30:04

30:04

How reliant is the US economy on the AI investment boom? It’s a question Group Chief Economist Neil Shearing keeps getting in client meetings. On this episode of The Weekly Briefing, he tells David Wilder why there’s more to the story than hype around a new technology. Neil also explains why France faces a political – but not an economic – crisis, …

1
Global Outlook: US leads, Europe lags | China’s equities boom 32:19

1M ago32:19

32:19

Our new Global Economic Outlook has just been published – and it makes for a striking contrast. In the US, the drag from Trump’s policy agenda looks set to be outweighed by an AI-driven investment boom that may already be lifting productivity. In Europe, by contrast, the optimism seen earlier this year has faded as structural headwinds continue to …

1
Tariffs, rates… and an Argentina rescue 29:08

1M ago29:08

29:08

Tariffs are back in the headlines after Donald Trump’s latest announcements – but how much of a threat do these new levies really pose? Could they fuel inflation pressures, and is Trump’s trade policy really bringing manufacturing jobs back? Neil Shearing joins David Wilder to assess Trump’s tariff threats, explain why Stephen Miran’s call for US r…

1
US-China talks, LatAm’s crime surge and central bank shifts 30:49

1M ago30:49

30:49

There’s plenty of talk about a possible settlement in US-China relations, but Group Chief Economist Neil Shearing urges caution. Ahead of a call between Donald Trump and Xi Jinping, he spoke with David Wilder about how a deal might be struck – and why it would fall short of easing the deeper tensions driving the fracturing of the global economy. Al…

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US economy pre-Fed health check | Oil prices vs geopolitics 29:40

2M ago29:40

29:40

The Fed meets this coming week to decide how much monetary relief the US economy really needs. Group Chief Economist Neil Shearing says that, employment data aside, the evidence argues for fewer rate cuts than markets are pricing in. He talks to David Wilder about the health of the economy, whether the surge in AI investment is making a difference,…

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US jobs hit, France’s budget gridlock and China's world order optics 29:08

2M ago29:08

29:08

Group Chief Economist Neil Shearing tackles that weak US August Employment report, previews the coming week’s inflation data, talks about what’s been happening in the bond market and explains just what recent get-togethers in China signal about a new world order. Also on the show, ahead of a crunch vote for France’s government, Chief Europe Economi…

1
Neil Shearing on The Fractured Age: How the Return of Geopolitics Will Splinter the Global Economy 29:03

2M ago29:03

29:03

What tensions will yet erupt as the US–China economic relationship unravels? What will the global economy look like in 2040? And what should business and government leaders be doing now to adapt to an era of economic fracturing? The Fractured Age: How the Return of Geopolitics Will Splinter the Global Economy is published on 28 August. In this spec…

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A Chinese consumption breakthrough? | The global jobs slowdown 27:30

2M ago27:30

27:30

China’s government is making louder noises about boosting consumption, a shift that’s critical not just for rebalancing its investment-heavy economy, but also for easing global imbalances. But are these signals part of a real policy pivot? China Economist Leah Fahy talks to David Wilder about the latest in China’s rebalancing story and what it mean…

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China's struggles, Bessent's overreach, Wall Street's climb and India's tariffs hit 41:38

3M ago41:38

41:38

Group Chief Economist Neil Shearing tackles the week’s biggest macro and market questions, including: what could Beijing do after more weak China data? Why tariffs aren’t showing up more in the US economy? How much have the latest inflation reports shifted the Fed’s rate-cut debate – and should the Treasury Secretary be taking shots at central bank…

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BoE division, data confusion, looming US CPI | Taking Trump’s manufacturing pledges to task 26:01

3M ago26:01

26:01

After an extraordinarily divisive Bank of England policy meeting, Group Chief Economist Neil Shearing explores why it’s become so difficult to get a clear read on the UK economy. Part of the problem lies with the data – an issue now making headlines in the US following Donald Trump’s dismissal of the Bureau of Labor Statistics commissioner. Neil ex…

1
That big payrolls miss and the US outlook plus AI's energy demands 26:08

3M ago26:08

26:08

Does July's grim US jobs report vindicate the Fed's dissenters who pushed for rate cuts this week? Deputy Chief North America Economist Stephen Brown and Deputy Chief Markets Economist Jonas Goltermann unpack what the latest data reveal about the health of the US economy, the Fed’s strategy and how markets are reacting. Plus, with AI's global rollo…

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How the global economy is fracturing under Trump 30:10

3M ago30:10

30:10

Donald Trump and his trade war are symptoms, not causes, of a deeper shift in the global economic order. The world has fractured into rival blocs, with the US and China emerging as the poles of competing systems, vying for resources, technological dominance and geopolitical influence. Now, with Trump back in office, long-held assumptions about Amer…

1
What if Trump fires Powell? | Global inflation signals and the policy outlook 28:23

4M ago28:23

28:23

Group Chief Economist Neil Shearing sifts through a deluge of DM inflation data to highlight where tariff effects are coming through, where price pressures look too hot and which central banks are best positioned to press on with policy easing. He also talks to David Wilder about what China’s manufacturing overdrive is doing to the global inflation…

1
'Tariff Man' returns, US-China diverging price risks – and is AI triggering a jobs bloodbath? 33:56

4M ago33:56

33:56

Tariffs stormed back into the headlines this week as the pause on ‘Liberation Day’ levies expired with a flurry of warnings about steep rate hikes unless deals are struck by 1st August. Group Chief Economist Neil Shearing unpacks the implications, while Head of China Economics Julian Evans-Pritchard provides the view from Beijing. They also explore…

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Tariffs deadline looms, Trump’s inflammatory tax bill and why deglobalisation isn't nigh 31:36

4M ago31:36

31:36

On the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing joins David Wilder to unpack the key developments in global macro and markets, including: What to expect as the ‘Liberation Day’ tariff pause approaches expiry Whether the US and EU can strike a trade deal in time Why China is central to the US–…

1
The global economy's fragile underpinnings plus BYD, DeepSeek and China's productivity problems 32:53

4M ago32:53

32:53

A ceasefire in the Middle East. A US-China deal. Relatively benign dataflow. The S&P 500 back at a record high. But are things really looking up? Group Chief Economist Neil Shearing is on The Weekly Briefing from Capital Economics to talk to David Wilder about fragilities under the surface of the global economy. He discusses worldwide fiscal risks,…

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Special: A fragile peace takes hold – what next for economies and energy markets? 8:47

4M ago8:47

8:47

After Israel and Iran agreed to stop fighting, Group Chief Economist Neil Shearing and Chief Climate and Commodities Economist David Oxley are on this special episode of the Weekly Briefing to discuss what follows, including why oil prices are set to remain under pressure as the market attention shifts back to fundamentals, and the impact of other …

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Risk vs uncertainty in the Middle East, dollar in focus, and new Asia market coverage 24:58

5M ago24:58

24:58

What’s going to happen in this Middle East crisis? The fact that no one knows is the key point for investors grappling with an exceptionally fluid situation. In this week’s podcast, Group Chief Economist Neil Shearing explores the scenarios we've outlined so clients can assess how the Israel-Iran conflict could unfold. He also draws a distinction b…

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Israel-Iran strikes, the Fed’s next steps, US-China trade talks and more 21:44

5M ago21:44

21:44

Following Israeli strikes against Iranian nuclear and military targets, and Iranian counterstrikes, Group Chief Economist Neil Shearing lays out what investors should be watching for across macro and markets. Among other issues, Neil also explains: Why – as things stand – this situation shouldn’t influence the Fed meeting in the coming week; What t…

1
Are tariffs starting to bite? Plus, the economics of rising defence spending 26:10

5M ago26:10

26:10

Group Chief Economist Neil Shearing unpacks the latest data to assess the impact of Donald Trump’s tariffs, including signs that the effects of tariff front-running are now unwinding. He also discusses how businesses are navigating the ongoing uncertainty and why the Bank of England is trailing the ECB in cutting interest rates. Also on the show, S…

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Tariffs on! Tariffs off! Tariffs on! The latest episode in the trade war saga plus data to track the turmoil 23:10

5M ago23:10

23:10

After another week of twists and turns in the Trump trade policy roll-out, Stephen Brown from our US team and Jonas Goltermann from our Markets team are on the show to talk about what comes next. In their conversation with David Wilder they touch on: Where tariff rates are likely to end up, even as “reciprocal” tariffs work their way through the co…

1
Trump’s EU tariff threat, jittery bond markets, UK macro update, gold’s next steps and more 38:31

5M ago38:31

38:31

Donald Trump jolted markets on Friday with a threat to slap steep tariffs on the EU. Group Chief Economist Neil Shearing jumped back on the podcast to join David Wilder and unpack whether this is classic brinkmanship – or something more serious. In the original recording, Neil also discusses recent bond market moves following the House’s approval o…

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Back from the brink – How the global outlook has brightened (and what can still go wrong) 33:46

6M ago33:46

33:46

Things are looking up after the US and China de-escalated their trade war, but is the global economy off the hook? In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing tells David Wilder why the tariff situation is looking brighter, but also identifies the key flashpoints to watch in the coming we…

1
US-China trade talks preview, what to make of that US-UK "deal", and the future of Europe 30:37

6M ago30:37

30:37

One deal down. Many, many more to go. Except there was less to that much-touted US-UK trade deal than either government is suggesting and far tougher US talks with China and the EU are still to come. In this week’s episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing and Head of China Economics Julian Evans-Pri…

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There's a trade war on – why aren't the hard data showing it? 22:45

6M ago22:45

22:45

If you’re looking for evidence of the negative hit from Donald Trump’s tariffs, you’ll struggle to find it in the hard data. Group Chief Economist Neil Shearing is on The Weekly Briefing from Capital Economics minutes after the release of the US employment report for April to talk about how economies have been holding up in the weeks since the ‘Lib…

1
Reports of King Dollar’s death – exaggerated or inevitable? 21:23

6M ago21:23

21:23

Another rollercoaster week in Trumpland wound down with markets buoyant on reports of more White House softening in its approach to tariffs and China taking steps to ease restrictions on some US imports. But are things really looking up? And, if so, why hasn't the dollar bounced with equities? Group Chief Economist Neil Shearing and Jonas Golterman…

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The pause is on! What to expect from the global economy during and after Trump's tariffs pause 28:51

7M ago28:51

28:51

Neil Shearing has been in back-to-back meetings with global institutions who – like everyone – are trying to make sense of Trump’s chaotic trade policy roll-out, not least the recent decision to pause "reciprocal" tariffs for 90 days. The Group Chief Economist at Capital Economics joins the latest episode of The Weekly Briefing to address some of t…

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It's a US-China trade war, after all 20:09

7M ago20:09

20:09

As the dust settles after another of week of dramatic policy shifts, the picture that has emerged is a familiar one from Trump's first term: China is the main target after all. China isn't taking Trump's tariffs lying down. Instead, it has hit back tariff for tariff so that both sides are now applying tariffs to each others' goods of well above 100…

1
Special: Trump's reciprocal tariffs, China strikes back and a hellish week for markets 20:32

7M ago20:32

20:32

At the end of one of Lenin’s “weeks when decades happen”, senior economists from Capital Economics briefed clients on the implications of the news that China is retaliating aggressively to Donald Trump's reciprocal tariffs plan, including whether Europe could follow suit and how much more pain is in store for markets. In this edited extract from th…

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A "whiff of stagflation", the state of US exceptionalism, and China's weak start to 2025 31:10

7M ago31:10

31:10

There’s a “whiff of stagflation” around the US economy – and that’s even before Donald Trump rolls out his reciprocal tariffs plan. Group Chief Economist Neil Shearing hops off a plane from New York and onto The Weekly Briefing from Capital Economics to give his take on the latest US consumption and price data, to preview March payrolls and to talk…

1
The Mar-a-Lago myth, another crisis in Turkey and Rachel Reeves' under pressure 34:49

8M ago34:49

34:49

Could a ‘Mar-a-Lago Accord’ fix what ails the US balance of payments? Group Chief Economist Neil Shearing is on the show this week to tackle the various ideas around what the Trump administration could do to address long-standing global imbalances. He also warns that uncertainty around the Trump trade agenda may not dissipate with the release of th…

1
What to make of US recession fears, a Fed preview, our long-term global macro outlook and more 27:34

8M ago27:34

27:34

Group Chief Economist Neil Shearing discusses what the latest signals from the US economy say about recession risk. He talks about what the coming week’s retail sales data might say, and how they might swing the debate around a downturn. Neil also previews the coming week’s Fed decision, a haul of start-of-the-year China data and explains why talk …

1
Tariffs special: The macro implications of Trump's latest trade actions 21:29

8M ago21:29

21:29

In light of Donald Trump's decision to push the button on tariffs on China, Mexico and Canada, Group Chief Economist Neil Shearing joins a special episode of the Weekly Briefing from Capital Economics to talk about whether this signals the start of a global trade war. He also discusses what’s coming next and whether signs of US economic weakness co…

1
In the fog of policy uncertainty, China’s National People's Congress, India in Trumpland and more 23:50

8M ago23:50

23:50

In the latest Capital Economics Weekly Briefing, Group Chief Economist Neil Shearing breaks down just how the policy uncertainty emanating from the Trump administration is – and isn’t affecting – the global economy. He also previews the February US employment report and whether Musk’s layoffs will impact the national labour market and the opening o…

1
Was that the week that changed the world? 28:05

8M ago28:05

28:05

It's been an extraordinary week in geopolitics, with direct US-Russia talks, a war of words between Washington and Kyiv and Europe swept by fears about the end of the US security backstop. But how much has really changed? Group Chief Economist Neil Shearing and Chief Europe Economist Andrew Kenningham are on the Weekly Briefing from Capital Economi…

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Why markets rallied on reciprocal tariffs; Germans to vote in the shadow of Trump, Xi and Putin 34:52

9M ago34:52

34:52

Why did markets greet the latest White House tariffs announcement so warmly? Deputy Chief Markets Economist Jonas Goltermann is on The Weekly Briefing from Capital Economics to talk about the influence of Donald Trump’s reciprocal tariffs plan on investor sentiment and discuss where the much-vaunted 'Trump trade' goes from here. The episode’s main …

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Lessons from a drama-filled week in Trumpland, China upends the EM development model and more 22:58

9M ago22:58

22:58

It’s been a drama-filled week in Trumpland and Group Chief Economist Neil Shearing is on The Weekly Briefing from Capital Economics to take stock of what happened, what didn’t happen, and the implications for macro and markets. As well as discussing the lessons learned from Donald Trump’s trade actions so far, Neil reviews the latest US labour mark…

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Special: Trump tariffs unleashed - does a global trade war follow? 12:21

9M ago12:21

12:21

Donald Trump ended weeks of speculation on Saturday with the formal announcement of 25% tariffs on Canada and Mexico, and 10% on China. As those countries respond, Group Chief Economist Neil Shearing joins David Wilder on this special episode of The Weekly Briefing from Capital Economics to talk about whether this marks the beginning of a global tr…

1
Trump vs the Fed, the real Stargate story and why oil prices look even shakier 22:04

9M ago22:04

22:04

Donald Trump unsurprisingly dominated the news cycle in his first week back in office. To make sense of some of what the president has pledged, threatened and suggested so far, Group Chief Economist Neil Shearing was on The Weekly Briefing from Capital Economics to discuss what we know about tariffs, how global central banks are meant to navigate t…

1
An ‘American Carnage’ sequel? Another big year for US stocks, Keir Starmer's AI dreams and more 31:57

10M ago31:57

31:57

Group Chief Economist Neil Shearing calls in from Singapore to The Weekly Briefing from Capital Economics to talk about what’s known and unknown about Donald Trump’s policy agenda just days before he is sworn in again. He discusses the tone set by Trump's first inaugural address, what we've learned from recent confirmation hearings and the inflatio…

1
Jobs blowout deepens bond market gloom, Rachel Reeves' sticky fiscal wicket, Trump and the dollar and more 21:42

10M ago21:42

21:42

A grim week for bonds was capped by a stunningly hot US jobs report. Group Chief Economist Neil Shearing and Deputy Chief Markets Economist Jonas Goltermann joined the first episode of The Weekly Briefing from Capital Economics of the year to explain what these jobs numbers signal about the health of the US economy and how the Fed could respond. Th…

1
The Fed changes tack, why no second Plaza Accord and why markets punished Brazil 27:25

11M ago27:25

27:25

The final Weekly Briefing from Capital Economics of the year has Group Chief Economist Neil Shearing making sense of that December Federal Reserve meeting and explaining what the latest PCE data say about the inflation outlook and where rates are heading in 2025. He also addresses why hopes for a sweeping ‘Mar-a-Lago accord’ (or 'Plaza Accord 2.0')…

1
Central bank policy pains, China’s pivot, the market bubble in 2025, geopolitics vs macro and more 29:29

11M ago29:29

29:29

In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing outlines the three big policy quandaries facing three big DM central banks. He unpacks the ECB’s December decision, previews the upcoming Fed and Bank of England meetings and talks about which of these institutions faces the greatest risks in 20…

1
The World in 2025 – The macro themes that will shape next year 21:43

11M ago21:43

21:43

This is a special episode of The Weekly Briefing from Capital Economics all about the themes that will shape the global economy in 2025. Group Chief Economist Neil Shearing and Chief Global Economist Jennifer McKeown stepped out of our client event in London on 4th December to talk to David Wilder about the 2025 growth story. They discussed how Don…

1
More tariff threats, China and 'Japanification', payrolls preview, India and Trump and more 22:51

11M ago22:51

22:51

It was déjà vu all over again this week after a social media post from Donald Trump rattled markets. Group Chief Economist Neil Shearing is on the latest episode of The Weekly Briefing from Capital Economics to discuss how seriously we should treat the president-elect’s online threat to impose sweeping tariffs on Canada, Mexico and China. He also t…

1
Special Episode: What to make of Trump's tariff warning 13:26

11M ago13:26

13:26

This special episode of The Weekly Briefing from Capital Economics is an exclusive extract from our online Drop-In briefing following Donald Trump’s threat to impose massive tariffs on Mexico, Canada and China. Was this a negotiating ploy from the president-elect? Who’ll pay the cost of higher tariffs? How would targeted countries respond? Group Ch…

1
Trying to avoid talking Trump and what an end to the Ukraine war could look like 25:55

12M ago25:55

25:55

Discussion on the latest episode of The Weekly Briefing from Capital Economics attempts to avoid any mention of Donald Trump – and fails almost immediately. But Group Chief Economist Neil Shearing’s point is that there is a lot going on in the world besides regime change in Washington. He talks to David Wilder about why inflation is worrying market…

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