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Macro and Market Outlooks

The Weekly Briefing:
The global economic outlook, or why "higher for longer" won't last

A Capital Economics podcast
29th September, 2023

Chief Global Economist Jennifer McKeown provides a sneak peek of our upcoming Q4 Global Economic Outlook. She tells David Wilder why “higher for longer” won’t survive economic weakness and also explains why monetary tightening hasn’t had the direct and immediate impact that had been expected. Jenny also previews our upcoming work on neutral interest rates.

Plus, in an exclusive clip from our recent client briefing on the Bank of Japan, Chief Asia Economist Mark Williams, Japan lead Marcel Thieliant and Senior Markets Economist Tom Mathews discuss what a Japanese rate hike could look like and how it would affect domestic and global financial markets.  

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Analysis and events referenced in this episode: