Before Neil Shearing gets on to discussing the key takeaways from our latest Global Economic Outlook, he talks to David Wilder about the inflationary risks stemming from the collapse of the Francis Scott Key Bridge at Baltimore’s port.
The Capital Economics Group Chief Economist also explains what to make of the apparent contradiction of US business leaders making high-profile visits to China even as the US and UK governments slap sanctions on state-affiliated hackers.
Also, this November’s big election is happening in the US but is being watched closely worldwide – not least in Canada and Mexico. Jason Tuvey and Stephen Brown talk through the risks of a potential re-election of Donald Trump, not least to the tripartite trade pact.
Note: This week's episode is being published early ahead of public holidays in the UK. The next Weekly Briefing will be published on Monday, 8th April.
Analysis and events referenced in this episode:
Port closure to have no significant effects on economy
Port closure to have no significant effects on economy Streets of Baltimore The collapse of the Francis Scott Key bridge, which was hit by an out-of-control container ship this week, could result in a
Drop-In: Global Economic Outlook – On course for a soft landing
The global economic outlook is subject to various uncertainties which have left forecasters split over the possibilities of a hard landing, soft landing or even renewed recovery. Are the worst effects...
Drop-In: China equities outlook – Valuations, earnings, fracturing
It's been a tough few years for China's stock market, which has been, at times, one of the worst performers in the world. But it's turned around over the past couple of months, with some policy...
The fracturing of the global economy
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What would Trump 2.0 mean for Mexico?
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Trump 2.0 poses new headwinds for Canada
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