Before Neil Shearing gets on to discussing the key takeaways from our latest Global Economic Outlook, he talks to David Wilder about the inflationary risks stemming from the collapse of the Francis Scott Key Bridge at Baltimore’s port.
The Capital Economics Group Chief Economist also explains what to make of the apparent contradiction of US business leaders making high-profile visits to China even as the US and UK governments slap sanctions on state-affiliated hackers.
Also, this November’s big election is happening in the US but is being watched closely worldwide – not least in Canada and Mexico. Jason Tuvey and Stephen Brown talk through the risks of a potential re-election of Donald Trump, not least to the tripartite trade pact.
Note: This week's episode is being published early ahead of public holidays in the UK. The next Weekly Briefing will be published on Monday, 8th April.
Analysis and events referenced in this episode:
Port closure to have no significant effects on economy
Drop-In: Global Economic Outlook – On course for a soft landing
Drop-In: China equities outlook – Valuations, earnings, fracturing
The fracturing of the global economy
What would Trump 2.0 mean for Mexico?
