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Kandungan disediakan oleh David Wilder and Capital Economics. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh David Wilder and Capital Economics atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Inflation's "last mile", an ECB preview, China data discrepancies, and maximum bullish on US stocks

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Manage episode 396795944 series 3410672
Kandungan disediakan oleh David Wilder and Capital Economics. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh David Wilder and Capital Economics atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Why are markets pushing back on rate cut expectations? How will the ECB play its upcoming meeting? What’s really happening to China’s economy? Group Chief Economist Neil Shearing tackles the big macro and market questions in our latest episode of The Weekly Briefing.

Plus, our forecast for the S&P 500 this year is one of the most bullish in the market. John Higgins, who leads our financial markets team, tells David Wilder what’s behind the forecast, including why valuations may not be so stretched, how earnings will fare in a weaker US economy, and the risks that a bubble is already forming.

Click here to explore the analysis and events referenced in this show.

  continue reading

92 episod

Artwork
iconKongsi
 
Manage episode 396795944 series 3410672
Kandungan disediakan oleh David Wilder and Capital Economics. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh David Wilder and Capital Economics atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Why are markets pushing back on rate cut expectations? How will the ECB play its upcoming meeting? What’s really happening to China’s economy? Group Chief Economist Neil Shearing tackles the big macro and market questions in our latest episode of The Weekly Briefing.

Plus, our forecast for the S&P 500 this year is one of the most bullish in the market. John Higgins, who leads our financial markets team, tells David Wilder what’s behind the forecast, including why valuations may not be so stretched, how earnings will fare in a weaker US economy, and the risks that a bubble is already forming.

Click here to explore the analysis and events referenced in this show.

  continue reading

92 episod

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