We’ve proudly built a longstanding track record of guiding clients through global macroeconomic shifts and complex markets, helping them make confident, informed decisions at every step.

Founded in London to provide independent insight into UK macro and markets to global institutional investors.

Coverage expanded to give clients a fuller picture of global macroeconomic developments.

Among the first to identify the US housing market bubble that ended in the Global Financial Crisis and warned of a US economic downturn, even as the consensus continued to expect strong growth.

The widely followed China Activity Proxy was launched to give clients a clearer, unbiased measure of Chinese economic activity, independent of official sources.

The Wall Street Journal names Capital Economics US Forecaster of the Year and showcases our non-consensus call that interest rates would stay put for years. In the end, rates weren’t raised until 2015.

Won the inaugural Wolfson Economics Prize for explaining how a country could leave the euro-zone.

CE Consultancy is launched to provide customised macroeconomic and market insight.

Correctly warned of the end of the ‘golden age’ of emerging market growth.

Our data service is launched to give clients direct access to the numbers that power our analysis.

We correctly argued against the popular idea that another ‘supercycle’ was emerging in commodity markets.

Named Sunday Times UK Forecaster of the year for a third year. New analysis on AI’s global impact fuelled non-consensus equities views which swept LSEG forecast accuracy awards for 2023.

Dominated FocusEconomics’ annual analyst awards again with most wins for overall coverage of DMs, EMs and commodities.