Skip to main content

Podcast Episode

Fed hikes, inflation risks and AI stocks

Subscribe via Spotify or Apple , or find us on other leading podcast platforms.

Are we moving towards Fed rate hikes? Even before the release of a strong May US employment report, Group Chief Economist Neil Shearing joined The Weekly Briefing to explain why shifting dynamics on the FOMC mean the Federal Reserve could emerge from the summer weighing the need for tighter policy to contain inflation.

Plus, after another extraordinary surge in AI stocks, Chief Economic Adviser for Financial Markets John Higgins discusses how much further the rally could run, whether current earnings growth is sustainable and what could ultimately burst the stock market bubble.

Related content

Bar to Fed hikes appears relatively low
Capital Economics events