Capital Economics Insights View all CE Insights Forecasting through the fog of war - Key takeaways 31 March, 2026 Chief Economist's Note Iran war: forecasting the fallout, answering your questions 30 March, 2026 Chief Economist's Note Supply-side shocks take centre stage in a fragmenting world 24 March, 2026 Chief Economist's Note This is not 2022: Why this energy shock demands a different policy response 13 March, 2026 Chief Economist's Note How will the Iran war affect the global economy? 10 March, 2026 CE Insights The Middle East conflict: Key insights - 9th March, 2026 10 March, 2026 CE Insights The Middle East conflict: Key insights - 10th March, 2026 10 March, 2026 CE Insights The Middle East conflict: Key insights - 11th March, 2026 10 March, 2026 CE Insights The Middle East conflict: Key insights - 13th March, 2026 10 March, 2026 CE Insights Weekly Roundup - 20th March, 2026 10 March, 2026 CE Insights Weekly Roundup - 27th March, 2026 10 March, 2026 Chief Economist's Note The Middle East conflict: What it means for economies and markets 6 March, 2026 Chief Economist's Note Will China finally pass its big rebalancing test? 4 March, 2026 Chief Economist's Note On that AI "doom loop" 27 February, 2026 Announcement Capital Economics extends distribution with FactSet 10 February, 2026 Previous slide Next slide Previous slide Publications View all Global Economic Outlook Forecasting through the fog of war 25 March, 2026 Equities Focus Why we still believe in the AI rally, and the S&P 500 10 February, 2026 Global Economics Focus The Shape of the Fractured World in 2026 12 January, 2026 Global Commercial Property Update Key themes for global commercial real estate in 2026 5 December, 2025 China Economics Update Six non-consensus calls for China for 2026 1 December, 2025 Equities Update What if the AI stock market boom turned to bust? 21 November, 2025 US Economics Focus AI boosting US economic growth 18 November, 2025 UK Commercial Property Update Key client questions from our commercial property in 2026 roundtables 18 November, 2025 Global Economics Update How to think about AI investment 12 November, 2025 Bonds & Equities Making sense of the changing nature of the AI capex boom 31 October, 2025 Global Economics Focus Financial repression to keep a lid on bond yields 16 October, 2025 Asset Allocation Update The future still looks bright for US diversified banks 16 October, 2025 Global Economics Update The advanced economy impact of China’s deflation 15 October, 2025 Global Commercial Property Update Retail and residential sectors set to outperform globally 15 October, 2025 Global Economics Update Inside the latest central bank decisions 22 September, 2025 Previous slide Next slide Previous slide Upcoming In-Person Events In-Person Event Emerging Markets Roundtable - How the energy shock is redefining the EM outlook 13th May 2026, 9:00AM BST Capital Economics, 100 Victoria Street, London, SW1E 5JL In-Person Event In-Person Event: AI's global economic shockwaves - Macro and market implications 11th June 2026, 9:00AM BST Myo St Pauls, One New Change, London EC4M 9AF Previous slide Next slide Previous slide Upcoming Online Events Online Event Commodities Drop-In: How the Middle East conflict has changed the price outlook 9th April 2026, 3:00PM BST Online Event Drop-In: Global Commercial Property Outlook – Are recoveries under threat? 15th April 2026, 3:00PM BST Online Event EM Drop-In: Fuelling change – How the energy shock is redefining the EM outlook 16th April 2026, 3:00PM BST Previous slide Next slide Previous slide On-Demand Events Online Event Drop-In: Global Economic and Market Outlook – Pricing the energy shock 26th March 2026, 3:00PM GMT Online Event UK Drop-In: Housing and commercial property winners and losers 24th March 2026, 10:00AM GMT Online Event Drop-In: The Fed, ECB and BoE March meetings and the policy outlook 19th March 2026, 3:00PM GMT Online Event Japan Drop-In: Is a BOJ rate hike coming sooner? Insights after the March meeting 19th March 2026, 8:00AM GMT Online Event Drop-In: China’s new Five-Year Plan – Domestic consequences, global spillovers 17th March 2026, 9:00AM GMT Online Event UK Drop-In: Bank of England March meeting preview – Rate cuts after the energy shock 12th March 2026, 3:00PM GMT Online Event LatAm Drop-In: Iran conflict and the implications for Latin America 11th March 2026, 3:00PM GMT Online Event MENA Drop-In: The Iran conflict and the implications for Middle East economies 10th March 2026, 1:00PM GMT Online Event Drop-In: War in the Middle East – Macro and market update 9th March 2026, 1:00PM GMT Online Event China Drop-In: Key takeaways from the NPC and the new Five-Year Plan 6th March 2026, 8:00AM GMT Online Event Drop in: Asia’s macro and market vulnerabilities from the Middle East war 5th March 2026, 8:30AM GMT Online Event Drop-In: Middle East conflict and macro and market risks 4th March 2026, 3:00PM GMT Online Event UK Drop-In: The Chancellor’s Spring Statement – Fiscal signals, political risks, market implications 3rd March 2026, 3:00PM GMT Online Event Drop-In: Iran strikes – Global macro and market implications 2nd March 2026, 10:00AM GMT Online Event Europe Drop-In: Are we too bearish on the euro-zone outlook? 26th February 2026, 3:00PM GMT Previous slide Next slide Previous slide Podcast Episodes View all Podcast AI and economies: from capex boom to productivity payoff 1 April, 2026 Podcast Global Economic Outlook: Forecasting in the fog of war 26 March, 2026 Podcast Policy in a time of conflict: Central banks and the growth-inflation trade-off 20 March, 2026 Podcast Oil, war and economies – Three scenarios for the Middle East conflict 12 March, 2026 Podcast Middle East conflict, oil prices and that US jobs drop 6 March, 2026 Podcast Special Episode: Conflict in the Middle East – The key macro and market questions 2 March, 2026 Podcasts Podcast Can China finally fix its economic model? 27 February, 2026 Podcast Supreme Court special: What the Trump tariffs ruling means for macro and markets 20 February, 2026 Podcast Brown on the US outlook, Gregory on UK politics 13 February, 2026 Podcast Tech sell-off, AI winners and losers, and reasons to be optimistic about productivity 6 February, 2026 Podcast Inflation nation – Japan’s turning point and a critical election 3 February, 2026 Podcast Special Episode: What Kevin Warsh would mean for the Fed 30 January, 2026 Podcast A new world order? | Why Russia’s economy won’t stop the war 23 January, 2026 Podcast Neil Shearing on China’s trillion dollar surplus; Leah Fahy on the AI race 16 January, 2026 Podcast Maduro’s capture | Is the AI productivity boom here? 9 January, 2026 Previous slide Next slide Previous slide
