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Central bank policy pains, China’s pivot, the market bubble in 2025, geopolitics vs macro and more
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In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing outlines the three big policy quandaries facing three big DM central banks. He unpacks the ECB’s December decision, previews the upcoming Fed and Bank of England meetings and talks about which of these institutions faces the greatest risks in 2025.
Neil also talks about whether China’s policy pivot will translate into meaningful efforts to support and rebalance the economy, discusses what events in Syria say about geopolitics and the macro narrative and highlights a key risk for the coming year.
Plus, following our dive into the big macro themes for 2025, Chief Markets Economist John Higgins is on the show to talk about the financial markets outlook – including why we think a bubble in US equities will keep inflating over the coming year.
Analysis and events referenced in this episode:
Drop-In: The Fed, ECB and BoE December meetings and the 2025 policy outlook
https://www.capitaleconomics.com/events/drop-fed-ecb-and-boe-december-meetings-and-2025-policy-outlook
Latest quarterly Outlooks
https://www.capitaleconomics.com/outlooks
Week-ahead Forecasts
https://www.capitaleconomics.com/data-and-charts/week-ahead-forecasts
176 Episoden
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on November 14, 2025 15:55 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 455371863 series 3410672
In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing outlines the three big policy quandaries facing three big DM central banks. He unpacks the ECB’s December decision, previews the upcoming Fed and Bank of England meetings and talks about which of these institutions faces the greatest risks in 2025.
Neil also talks about whether China’s policy pivot will translate into meaningful efforts to support and rebalance the economy, discusses what events in Syria say about geopolitics and the macro narrative and highlights a key risk for the coming year.
Plus, following our dive into the big macro themes for 2025, Chief Markets Economist John Higgins is on the show to talk about the financial markets outlook – including why we think a bubble in US equities will keep inflating over the coming year.
Analysis and events referenced in this episode:
Drop-In: The Fed, ECB and BoE December meetings and the 2025 policy outlook
https://www.capitaleconomics.com/events/drop-fed-ecb-and-boe-december-meetings-and-2025-policy-outlook
Latest quarterly Outlooks
https://www.capitaleconomics.com/outlooks
Week-ahead Forecasts
https://www.capitaleconomics.com/data-and-charts/week-ahead-forecasts
176 Episoden
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