Group Chief Economist Neil Shearing hops off the plane from New York and hops onto the latest episode of The Weekly Briefing from Capital Economics to explain what Donald Trump’s cabinet nominations signal about the macro policy outlook, how Europe and China could respond to tariffs and the economic implications of removing millions of migrant workers from the US economy.
Plus, as the initial response of financial markets to Trump’s election wears off, Deputy Chief Markets Economist Jonas Goltermann discusses what lies ahead for equities, bonds and currencies.