Israel-Gaza and heightened geo-economic risk and what to expect in the post-pandemic rates era

Capital Economics Weekly Briefing

David Wilder and Capital Economics에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 David Wilder and Capital Economics 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

8M ago 26:05

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The surprise attack on Israel by Hamas last weekend upended a lot of geopolitical assumptions, but what will this mean for the economic and markets outlook? Liam Peach, a senior economist on our Macro team, and Chief Commodities Economist Caroline Bain join David Wilder to talk through the local and regional economic risks around the conflict and the potential knock-on effects on global energy markets.

Plus, Group Chief Economist Neil Shearing introduces our major new work on equilibrium interest rates, why we’re moving to a world of structurally higher rates, and what this could mean for returns from bonds, equities and a host of other assets through the end of this decade.

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

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