What lies ahead for the global economy and markets?

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.

11M ago 25:10

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We've just published our Q3 Outlook reports for the global economy and markets. They tell a fairly grim near-term story of inflation, recession and weaker equities prices. But there's nuance within that narrative, including emerging markets outperformance and a much, much brighter outlook for stocks beyond 2023.

Ariane Curtis and Tom Mathews speak to David Wilder about the key takeaways from their reports ahead of client briefings this coming week.

Plus, Neil Shearing explains why the bond market has been freaking out this week, why inflation is taking so long to respond to its monetary medicine and introduces our major new research project coming this September.

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

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