Macroeconomic insight

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Macro and Market Insights

Explore a curated selection of our latest reports, podcasts, and events

Read our featured reports

This section features a selected range of sample reports published for our clients. From quarterly forward-looking reports to rapid updates covering global, regional and country-level events that matter the most to our clients to make right investment decisions. 

Resilience giving way to recession

Q3 2023 Global Economic Outlook

Resilience giving way to recession

Our latest edition of the Global Outlook gives investors crucial insight into the global economic outlook and explains what our non-consensus growth views mean for inflation and monetary policy.

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Is there much scope for the S&P 500 to build on its gains?

Global Markets Update

Is there much scope for the S&P 500 to build on its gains?

Our new analysis shows what's been driving US equities this year – and why we think it's sustainable

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China's economic slowdown – this isn't just cyclical

China Economics Update

China's economic slowdown – this isn't just cyclical

Market hopes that Beijing will step in with enough policy easing to return growth to its previous form are likely to be dashed, according to a new report from Capital Economics. Get this exclusive report on China to find out why a cyclical bounceback to recent growth highs is unlikely.

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Tune in to our podcast

From the Fed's next move to China's slowdown to the global housing bust, our economists take apart the big economic and market stories in this podcast to highlight the issues that investors need to know about.

Huawei’s chip surprise, Energy price spike, Nvidia in India, UK vs Germany

Huawei’s chip surprise, Energy price spike, Nvidia in India, UK vs Germany

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September's rate decisions, China's stepped up stimulus, and the AI race

September's rate decisions, China's stepped up stimulus, and the AI race

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Signs of trouble, equities off the boil, those Nvidia earnings and AI’s promise

Signs of trouble, equities off the boil, those Nvidia earnings and AI’s promise

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Browse all featured episodes

Watch our economists' latest discussion

Capital Economics hosts a range of online and in-person events throughout the year with a programme to suit all clients and help them deepen their understanding of the global economy and markets. 

Oil prices and the threat to the global inflation outlook

Oil prices and the threat to the global inflation outlook

The recent surge in oil prices is fuelling concerns about an inflationary resurgence that could upset central bank monetary policy plans. But how worried should investors be?

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Can Egypt get its IMF deal back on track?

Can Egypt get its IMF deal back on track?

Reports are swirling of yet more delay to the latest review of Egypt’s IMF deal, the central bank is preparing to meet in a pressurised market environment and speculation about a sovereign default isn’t going away.

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On-demand drop-in: The Fed and ECB’s July meetings – and a lookahead to the BoE

Rate hikes from the Federal Reserve and European Central Bank at their July meetings look like done deals – it’s the messaging accompanying those decisions that may prove key to what the banks decide to do in September and beyond. Another increase also looks likely at the Bank of England’s August meeting, but how far is the MPC prepared to take Bank Rate to bring inflation decisively to heel?

Economists from our US, Europe and UK teams held this special briefing all about the Fed and ECB’s latest decisions plus a preview of the Bank of England’s next move. 

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