Artwork

内容由David Wilder and Capital Economics提供。所有播客内容(包括剧集、图形和播客描述)均由 David Wilder and Capital Economics 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Player FM -播客应用
使用Player FM应用程序离线!

Bond markets in election season, the stock market bubble, India economic outlook and more

31:25
 
分享
 

Manage episode 425283386 series 3410672
内容由David Wilder and Capital Economics提供。所有播客内容(包括剧集、图形和播客描述)均由 David Wilder and Capital Economics 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing previews upcoming US inflation data, outlines the fiscal challenges facing the next UK Chancellor and explains how Chinese manufacturing overcapacity isn’t just a problem for advanced economies.

Plus, Deputy Chief Markets Economist Jonas Goltermann discusses the growing bubble in US stocks – and why we think it can continue to inflate for now.

And Shilan Shah, our India Economics lead, is on the show to talk about how the Indian economy is likely to fare in Narendra Modi’s third term, and why – despite widespread optimism – investors need to be clear-eyed about the country’s long-term challenges.

  continue reading

125集单集

Artwork
icon分享
 
Manage episode 425283386 series 3410672
内容由David Wilder and Capital Economics提供。所有播客内容(包括剧集、图形和播客描述)均由 David Wilder and Capital Economics 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing previews upcoming US inflation data, outlines the fiscal challenges facing the next UK Chancellor and explains how Chinese manufacturing overcapacity isn’t just a problem for advanced economies.

Plus, Deputy Chief Markets Economist Jonas Goltermann discusses the growing bubble in US stocks – and why we think it can continue to inflate for now.

And Shilan Shah, our India Economics lead, is on the show to talk about how the Indian economy is likely to fare in Narendra Modi’s third term, and why – despite widespread optimism – investors need to be clear-eyed about the country’s long-term challenges.

  continue reading

125集单集

所有剧集

×
 
Loading …

欢迎使用Player FM

Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。

 

快速参考指南