Independent macroeconomic and market intelligence for better decisions

We provide market analysis, forecasts, proprietary data, and direct access to our economists to help clients make critical decisions in a rapidly changing world.

Start free trial Contact us

Latest Insights

What matters now in global macro

Insights you need to navigate the global economy with confidence

US Economics Update

16 September, 2026

SEP suggests only limited appetite for further Fed hikes

The Fed’s interest rate hike today is likely to be followed by at least one more later this year, probably in December. While the new Summary of Economic Projections (SEP) implies that the Fed may be content with just two hikes in total, we judge…

Stephen Brown

Chief North America Economist

Asset Allocation Focus

14 September, 2026

What to expect in markets when the bubble in AI bursts

There are plenty of signs that we are now in the late stages of a bubble in AI. When the bubble eventually bursts, we expect the subsequent fallout to include not only very substantial drops in…

John Higgins

Chief Economic Adviser - Financial Markets

Emerging Markets Economics Update

9 September, 2026

Soft EM food inflation is on borrowed time

A severe El Niño and the lagged effects of the energy shock are likely to push EM food inflation up from current lows. Food is unlikely to be as important as core or energy prices in determining the…

William Jackson

Chief Emerging Markets Economist

Commodities Update

28 August, 2026

What to make of the US-Venezuela oil deal?

If the US gains access to greater reserves of heavy-sour crude from Venezuela, it could reduce the US’s reliance on crude oil imports from Canada and Mexico. However, any deal would need to involve…

David Oxley

Chief Climate and Commodities Economist

What we do

Navigate complex market dynamics with confidence

Staying on top of macroeconomic shifts requires a deep understanding of market forces. Capital Economics turns complexity into clear insights that help you immediately identify business risks and growth opportunities.

Start free trial Interested in a bespoke project?

Analysis

Access unbiased macroeconomic analysis from clear, concise summaries and deep dives. Our global team of more than 60 expert economists delivers timely, actionable insights across over 100 economies and markets, empowering you to make decisions with confidence.

Learn more about our analysis

Data and Forecasts

Strengthen your market perspective with comprehensive forecasts, proprietary indicators and interactive dashboards, all embedded in our written analysis. Leverage our API to integrate macroeconomic data with your internal models and systems.

Learn more about our data & forecasts

Economist Interaction

Engage directly with our economists for personalized insights on key market dynamics. Capital Economics gives you a direct lifeline to experts who have clear insight into what matters most right now.

Learn more about our economist interaction

Upcoming Events

In-Person Event

Oct 2026

In 5 days

09:00 BST

In-Person Event: UK Roundtable - Autumn Budget preview - what to expect and implications for growth and markets

This Autumn’s Budget will be a crucial test of the Burnham government’s economic strategy. With the new Chancellor under pressure to maintain fiscal discipline while delivering on the government’s policy ambitions, what could John Healey announce on 28th October? And what will the Budget mean for the UK growth outlook and for financial markets? Join our UK and Markets economists at our London…

Capital Economics, 100 Victoria Street, SW1E 5JL

Africa Drop-In: A look ahead to South Africa’s latest fiscal event

15 October, 2026

1:00PM BST

In-Person Event

In-Person Event: China Shock 2.0 - Singapore

20 October, 2026

9:00AM BST

Guoco Midtown Network Hub Level 2

In-Person Event

In-Person Event: China Shock 2.0 - Hong Kong

21 October, 2026

9:00AM BST

The Executive Centre, No, 28 Stanley St, Central, Hong Kong

Online Event

UK Drop-In: Budget day - what the Chancellor's measures mean for the economy and markets

28 October, 2026

3:00PM GMT

WHAT OUR CLIENTS SAY

“Capital Economics has proven to be a highly valuable source of analytical content. Its independent and systematic economic views help maintain a competitive edge.”

Strategy & Market Analyst, Saudi Aramco

Our Solutions

Choose your path to economic advantage

Subscription Products

Gain immediate access to actionable macroeconomic intelligence. From rigorous analysis, to proprietary forecasts and direct economist interaction, we help you make smart decisions that outperform benchmarks.

Consultancy Services

Leverage our economic expertise for your specific challenges with tailored research and independent analysis. From credible impact studies to strategic counsel, our clear deliverables drive confident, informed decisions.

THE CHIEF ECONOMIST'S VIEW

China Shock 2.0 is not simply a story about trade. China’s growing influence is also being felt through investment flows, technology transfer, commodity markets and the global transition to clean energy. Understanding these developments is becoming increasingly important for investors, businesses and policymakers.

Neil Shearing, Group Chief Economist

Read the latest Chief Economist's Note

Who we help

Macro insight for every decision-makers

Whether you're investing capital, managing risk or shaping policy, you need reliable macro insight. Here's how Capital Economics supports your role.

Portfolio Manager

Build conviction before you commit capital

Independent views, scenarios and economist access to challenge assumptions and support portfolio decisions.

Risk and Compliance

Stress-test portfolios with confidence.

Forward-looking scenarios and independent views to support risk oversight and challenge.

C-Suite

See the bigger picture before making the next move.

Clear, independent analysis to support strategy, investment and business planning.

Trader

Understand what's moving markets, and what could move them next.

Rapid analysis and actionable macro views when timing matters.

Treasury

Plan funding and manage exposures with greater certainty.

Rate, inflation and FX insights to support financing and liquidity decisions.

Policy Makers

Understand the implications, not just the headlines.

Independent analysis from economists with experience across markets and policy institutions.

Analyst

Move faster from question to model.

Trusted forecasts, data and methodology you can interrogate and build on.

Economist

Challenge your own thinking.

An independent perspective from specialists across economies, sectors and asset classes.

Start free trial Contact us

START NOW

Begin your free trial today

Get started in under a minute, no sales call required. Experience instant access to our analysis and data, then speak to our team to unlock the full breadth of coverage.

Start free trial Contact us