CE Insights Five Big Themes for Investors to Watch in 2025 What are the risks and opportunities in global macro in 2025? In our latest briefing, Capital Economics’ senior economists shared their perspectives on the key themes for the coming year. From the... 17th December 2024
CE Insights How the US Election Could Impact China’s Growth: Key Differences Between Trump and Harris The US election is fast approaching and each candidate could mean a radically different outcome for China’s economic trajectory. Here are the main differences in how Trump or Harris could shape China... 29th October 2024
CE Insights Key Insights on the US Election's Economic Impact: What’s at Stake for the US and Global Markets With the US election approaching, questions about its economic and market impact are on the rise. In our recent special briefing, our senior economists offered critical insights into the possible... 25th October 2024
CE Insights As China gets back to business, where next for its stock markets? This blog post is based on this report , which was originally published for Capital Economics clients. To access this report and the full suite of our services, including in-depth analysis and... 7th October 2024
CE Insights Five key threats to the global trade outlook After a tough 2022 and 2023, global trade finally showed signs of life in the first half of this year. But the outlook looks challenging, with our Global Economics team identifying five key risks... 26th September 2024
CE Insights For many EM central banks, what’s happening at home matters more than the Fed The Federal Reserve’s much-anticipated start to monetary easing has begun and policymakers across emerging markets – and investors with exposure to them – are watching closely to see how these... 19th September 2024
CE Insights Markets fears about the global manufacturing outlook look misplaced For proponents of the idea that the global economy is tipping into recession, the evidence provided by recent manufacturing surveys is front and centre. Those surveys have fed market worries that the... 10th September 2024
CE Insights China’s economy recovering for now as state support finally kicks in Markets may be gripped by concerns about China’s economic health, but new data from Capital Economics suggests fiscal support is starting to provide a long-awaited boost that could help growth into... 4th September 2024
CE Insights Are you ready for the August payrolls numbers? Key insights ahead of the Fed's September meeting The intense focus on this week’s US August employment report is hardly surprising. The July report, showing a smaller-than-expected 114,000 increase in jobs and a bigger rise in the unemployment rate... 3rd September 2024
CE Insights Q2 China economic outlook: No quick fix this time Official China GDP data suggest that q/q growth remained robust in the first quarter. However, we don’t think this accurately reflects the reality on the ground. Our proprietary China Activity Proxy... 24th May 2022
Capital View UK economy outlook: More inflation, more interest rate hikes We think inflation will be the key challenge for the UK economy in 2022. The combination of rising global costs and a hike in domestic utility prices at the start of April will take CPI inflation up... 8th February 2022
