In this latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing assesses just how much the global inflation picture has really changed in the wake of that US March CPI print. He talks to David Wilder about which central banks are likely to cut when, previews a busy week of economic data.
And, in the wake of retaliatory Israeli strikes on Iran, he explains how investors should tackle macro and market risks amid ongoing conflict in the Middle East.
Also on the podcast, Deputy Chief Global Economist Simon MacAdam discusses his new report about why excess savings should no longer be considered an issue for DM policymakers and an exclusive clip from our online client briefing about the outlook for financial markets.
Analysis and events referenced in this episode:
Israel's retaliatory strikes: Key analysis on the Middle East conflict
US vs. European inflation differences overstated
FX Drop-In: What a stronger-for-longer dollar means for JPY and CNY
EM Drop-In: What currency sell-offs mean for emerging markets
Europe Drop-In: Why the ECB will cut rates by more than most expect
Asset allocation in an equity bubble
Drop-In: Global Markets Outlook – What to expect from equities, bonds and FX markets
