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French turmoil, the Fed and BoE in the election cycle, Europe’s EVs tariffs and more

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In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing talks about what’s happening in France and what that means for the bond market. He also assesses the Fed’s June meeting and previews what the Bank of England could decide on Thursday – as well as the discussing how the onset of elections could influence these institutions. (00:00-13:30)
Plus, following the European Union’s announcement of plans to slap tariffs on Chinese EV imports, Andrew Kenningham and Mark Williams talk through the Union’s strategy, comparing how it stacks up against similar US measures announced just a few weeks ago. (15:54-25:22)
Finally, as OPEC lashes out at IEA oil demand forecasts, Olivia Cross talks to Elias Hilmer about our own long-term forecasts for when fossil fuel demand will peak. (26:46-31:02)