Insights

Capital Economics Insights

Insights covering the key macro and market themes such as our weekly note from our Chief Economist, Neil Shearing, our weekly roundup newsletter and additional free analysis from our economists.

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Oil pumps against sea horizon

CE Insights

Weekly Roundup - A tricky trade-off, the UAE's OPEC exit, AI jobs panic, Iranian capitulation, China's hefty exports and debt and more
Generic - Markets

CE Insights

Weekly Roundup - Warsh in the wings, private credit risks, outsized earnings expectations, Israel and AI and more
Global imbalances: Back in focus, but in a different world

Chief Economist's Note

Global imbalances: Back in focus, but in a different world
Hormuz Island - Strait of Hormuz

CE Insights

Weekly Roundup - Hormuz whipsaws markets, China's imbalanced trade, the 60/40 portfolio and more
The Iran rift and the Atlantic reality – why its allies remain tied to the US

Chief Economist's Note

The Iran rift and the Atlantic reality – why its allies remain tied to the US
Map of Middle East focused on the Strait of Hormuz

CE Insights

Weekly Roundup - 13th April, 2026
Middle East - Satellite Image

Chief Economist's Note

Talks end without deal; US announces naval blockade
Iran

Chief Economist's Note

Ceasefire announced – but significant hurdles remain
Foggy overlay across world view

CE Insights

Forecasting through the fog of war - Key takeaways
Iran war: forecasting the fallout, answering your questions

Chief Economist's Note

Iran war: forecasting the fallout, answering your questions
Map of Middle East

CE Insights

Weekly Roundup - 27th March, 2026

world in 2024

Chief Economist's Note

Supply-side shocks take centre stage in a fragmenting world
The Federal Reserve Building

CE Insights

Weekly Roundup - 20th March, 2026

Iran

CE Insights

The Middle East conflict: Key insights - 13th March, 2026

This is not 2022: Why this energy shock demands a different policy response

Chief Economist's Note

This is not 2022: Why this energy shock demands a different policy response

Publications

A hand-picked selection from our research library to give you a sense of the depth and breadth of what we produce. Register for a free account to use one of your 3 complimentary credits.

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Foggy overlay across world view

Global Economic Outlook

Forecasting through the fog of war
Why we still believe in the AI rally, and the S&P 500

Equities Focus

Why we still believe in the AI rally, and the S&P 500
Fractured world

Global Economics Focus

The Shape of the Fractured World in 2026
Key themes for global commercial real estate in 2026

Global Commercial Property Update

Key themes for global commercial real estate in 2026
Six non-consensus calls for China for 2026

China Economics Update

Six non-consensus calls for China for 2026
What if the AI stock market boom turned to bust?

Equities Update

What if the AI stock market boom turned to bust?
AI boosting US economic growth

US Economics Focus

AI boosting US economic growth
UK commercial property

UK Commercial Property Update

Key client questions from our commercial property in 2026 roundtables
How to think about AI investment

Global Economics Update

How to think about AI investment
Making sense of the changing nature of the AI capex boom

Bonds & Equities

Making sense of the changing nature of the AI capex boom
Financial repression to keep a lid on bond yields

Global Economics Focus

Financial repression to keep a lid on bond yields
The future still looks bright for US diversified banks

Asset Allocation Update

The future still looks bright for US diversified banks
The advanced economy impact of China’s deflation

Global Economics Update

The advanced economy impact of China’s deflation
Retail and residential sectors set to outperform globally

Global Commercial Property Update

Retail and residential sectors set to outperform globally

Global Economics Update

Inside the latest central bank decisions

Upcoming In-Person Events

Roundtables hosted by our economists. Places are limited — submit a request and our team will be in touch.

In-Person Event
Oil pumps against sea horizon

Emerging Markets Roundtable - How much has the energy shock changed the EM outlook?

Capital Economics, 100 Victoria Street, London, SW1E 5JL

In-Person Event
AI Technology

In-Person Event: AI's global economic shockwaves - Macro and market implications

Myo St Pauls, One New Change, London EC4M 9AF

Upcoming Online Events

Live webinars where our economists present their latest views and take your questions.

Online Event
Financial Markets

Drop-In: EM Financial Risk Update – Checking the pulse amid the Middle East conflict
Online Event
London Skyline

Drop-In: UK outlook – Assessing macro scenarios through 2026 and beyond
Online Event
Hong Kong Shipping port

Drop-In: Is the energy shock supercharging the Chinese export boom?
Online Event
Multicolour digital tech abstract

Drop-In: AI and the labour market – Should we fear a 'jobpocalypse'?
Online Event
Student Accommodation

Drop-In: CRE’s structural revolution – The rise of alternatives

On-Demand Events

Missed a webinar? Recordings are available to watch at any time.

Online Event
ECB building in Frankfurt

Drop-In: The Fed, ECB and Bank of England – Signals from the April meetings
Online Event
Commodities - Oil

Drop-In: The UAE leaves OPEC – What this means for global oil and the group’s future
Online Event
Europe - Satellite image of Europe

Drop-In: China’s shock to the eurozone – economic fallout and policy choices
Online Event
Generic - Markets

Drop-In: Private credit ‘cockroaches' and macro and market risk
Online Event
Oil pipelines against sunset

EM Drop-In: Fuelling change – How the energy shock is redefining the EM outlook
Online Event
Commercial Property

Drop-In: Global Commercial Property Outlook – Are recoveries under threat?
Online Event
Commodities - Oil Rig

Asia Drop-In: How much has the energy shock changed Asia’s outlook?
Online Event
Emerging Europe - Budapest, Hungary

Drop-in: Hungary’s pivotal election – Macro and market implications
Online Event
Oil Refinery at night

Commodities Drop-In: How the Middle East conflict has changed the price outlook
Online Event
Middle East - Satellite Image

Drop-In: What the Middle East ceasefire means for macro and markets
Online Event
Graph overlay on cityscape

Drop-In: Global Economic and Market Outlook – Pricing the energy shock
Online Event
Houses with view of central London

UK Drop-In: Housing and commercial property winners and losers
Online Event
The Federal Reserve Building

Drop-In: The Fed, ECB and BoE March meetings and the policy outlook
Online Event
Tokyo Cityscape

Japan Drop-In: Is a BOJ rate hike coming sooner? Insights after the March meeting
Online Event
China Cityscape

Drop-In: China’s new Five-Year Plan – Domestic consequences, global spillovers

Podcast Episodes

The Weekly Briefing delivers in-depth conversations with our economists on the issues shaping global markets — free to listen.

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Podcast

A tough macro backdrop gets tougher. Will equities care?

Podcast

What if the energy shock gets worse? And what to expect from a Warsh-led Fed?

Podcast

Global imbalances, all over again | Gulf economies in crisis

Podcast

A fragile ceasefire: What next for economies and markets?

Podcast

AI and economies: from capex boom to productivity payoff

Podcast

Global Economic Outlook: Forecasting in the fog of war

Podcast

Policy in a time of conflict: Central banks and the growth-inflation trade-off

Podcast

Oil, war and economies – Three scenarios for the Middle East conflict

Podcast

Middle East conflict, oil prices and that US jobs drop

Podcast

Special Episode: Conflict in the Middle East – The key macro and market questions

Podcasts

Podcast

Can China finally fix its economic model?

Podcast

Supreme Court special: What the Trump tariffs ruling means for macro and markets

Podcast

Brown on the US outlook, Gregory on UK politics

Podcast

Tech sell-off, AI winners and losers, and reasons to be optimistic about productivity

Podcast

Inflation nation – Japan’s turning point and a critical election