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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
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Inflation rebound risk, bank real estate exposure, Trump trade wars and dollar and EM outlooks

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Manage episode 400504414 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

We’re trying a ‘quickfire round’ on this week’s episode of The Weekly Briefing from Capital Economics to get Group Chief Economist Neil Shearing answering the questions that clients have been asking most frequently in recent days:

  • Could inflation rebound?
  • Could escalation in the Middle East drive up inflation?
  • Are falling commercial real estate valuations fuelling a new banking crisis?
  • Is the boom in US productivity growth sustainable?
  • Will Donald Trump start a trade war if he’s re-elected?

Jonathan Petersen from our Markets team is also on the show to speak to David Wilder about the dollar and what the team’s ‘smile’ framework says about how the global economy is shaping the greenback outlook this year.

Plus, in an exclusive clip from our latest emerging markets online briefing, economists Leah Fahy, Gareth Leather and David Omojomolo talk monetary policy, debt risks and ongoing restructuring negotiations.

  continue reading

126集单集

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Manage episode 400504414 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

We’re trying a ‘quickfire round’ on this week’s episode of The Weekly Briefing from Capital Economics to get Group Chief Economist Neil Shearing answering the questions that clients have been asking most frequently in recent days:

  • Could inflation rebound?
  • Could escalation in the Middle East drive up inflation?
  • Are falling commercial real estate valuations fuelling a new banking crisis?
  • Is the boom in US productivity growth sustainable?
  • Will Donald Trump start a trade war if he’s re-elected?

Jonathan Petersen from our Markets team is also on the show to speak to David Wilder about the dollar and what the team’s ‘smile’ framework says about how the global economy is shaping the greenback outlook this year.

Plus, in an exclusive clip from our latest emerging markets online briefing, economists Leah Fahy, Gareth Leather and David Omojomolo talk monetary policy, debt risks and ongoing restructuring negotiations.

  continue reading

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