Chief Economist's Note
US chip reversal highlights policy incoherence in a fractured world
CE Insights
America or China? As the global economy fractures, the world will have to choose
Chief Economist's Note
Trump, institutions and the deafening silence of the markets
Chief Economist's Note
Chinese overcapacity is a disinflationary gift and a geopolitical threat
Chief Economist's Note
Fiscal stability is now as much about people as policy
Chief Economist's Note
This trade war is the symptom – global fracturing is the cause
Chief Economist's Note
Trump tariffs are forcing a global reckoning with China’s manufacturing excess
Chief Economist's Note
Israel-Iran and economic risk in a world of radical uncertainty
Chief Economist's Note
Without a plan in a complex, fracturing system – takeaways from the latest US-China twist
Chief Economist's Note
Capital controls as a fix for US deficits – no longer unthinkable, still costly
Announcement
Capital Economics named most accurate overall economic forecaster
Chief Economist's Note
Key questions from Europe clients
Chief Economist's Note
Trade truce, or just a pause? The fragile state of US-China relations
Chief Economist's Note
The future of Europe
Chief Economist's Note
Dollar dominance will persist in a world without alternatives
Publications
Bonds Focus
The causes and consequences of waning demand for very-long-dated bonds
UK Economics Update
Could UK property tax reforms boost the economy?
US Chart Pack
US Chart Pack (Aug. 2025)
Capital Daily
Low volatility in Treasuries isn’t necessarily a worrying sign
US Commercial Property Valuation Monitor
US Commercial Property Valuation Monitor (Q3 2025)
UK Economics Update
Why is inflation higher in the UK than in the euro-zone?
Latin America Economics Update
LatAm debt risks easing, but still some pockets of concern
US Housing Market Rapid Response
US Housing Starts (July 2025)
Canada Rapid Response
Canada Consumer Prices (Jul. 2025)
UK Economics Update
UK GDP revisions don’t alter scope for future growth or rate cuts
Asia Economics Update
More to strong Asian exports than tariff front-running
Capital Daily
What to make of the ongoing equity rotation
Canada Economics Update
Canada Housing Watch (Aug. 2025)
India Economics Update
India’s GST reforms are an encouraging step
Emerging Europe Economics Update
Israel: GDP contraction should prove short-lived
On-Demand Events
Drop-In: India in Trump’s firing line – What’s at stake for the economy and markets
US Drop-In: Are higher tariff rates fuelling inflation – and how should the Fed respond?
Drop-In: EM financial risk update – The state of sovereign, bank and FX vulnerabilities
Global Drop-In: Fed, ECB and Bank of England – Unpacking the latest rate moves
Asia Drop-In: Hong Kong commercial property – How much more pain ahead?
Canada Drop-In: How far will the Bank of Canada go to support growth?
ANZ Drop-In: How fast, how low? How Q2 CPI data could dictate RBA rate cuts
Drop-In: Is the US–Asia trade map being redrawn?
Drop-In: Tariffs state of play - Assessing the global economic implications
Drop-In: Could South Africa be about to see a big bond rally?
Drop-In: Is Japan’s fiscal situation reaching a breaking point?
Drop-In: Turkey’s policy U-turn: back on track?
Commodities Drop-In: Oil, copper and global macro drivers
Drop-In: Markets Outlook – Beyond the calm: What’s next for stocks, bonds & FX
