China data for May fell short of expectations and Capital Economics clients want to know what the government’s going to do about it. Our China Drop-In was one of two online briefings we held for them last week, along with our post-Fed, post-ECB, pre-Bank of England briefing. In this special episode, Group Chief Economist Neil Shearing tackles some of the most commonly-asked questions during those sessions, including:
- What will Chinese stimulus look like?
- Why is the German economy in such a dire state?
- Could the Bank of England signal a pause after a June rate hike?
Plus, have Turkey and Nigeria come in from the cold? Post-election signals in both countries indicate their presidents are willing to break with the market-unfriendly policies that they’ve previously supported – but is this the real deal? Jason Tuvey and Liam Peach from our EM team talk about the lira and naira’s recent sharp devaluations, the path back to “normal” policy-settings, and whether Recep Tayyip Erdogan and Bola Tinubu are likely to stay the course.
Click here to view recordings of the Drop-Ins and the analysis referenced in this episode.
Click here to view recordings of the Drop-Ins and the analysis referenced in this episode.