Capital Economics Insights View all Chief Economist's Note Fear and loathing in currency markets 2 February, 2026 Chief Economist's Note Ignore the ‘Truss’ comparisons – rising JGB yields reflect Japan’s new normal 26 January, 2026 Chief Economist's Note Deflation at home, disruption abroad – China’s growth model is a lose-lose 19 January, 2026 Chief Economist's Note Forget the spheres and watch the blocs: The messy reality of a fractured world 12 January, 2026 Chief Economist's Note The US intervenes in Venezuela: Economic and geopolitical implications 4 January, 2026 Chief Economist's Note Holiday reading, and the 2025 themes that will shape the coming year 15 December, 2025 Chief Economist's Note Key risks for 2026: What could go wrong (and right) next year? 8 December, 2025 CE Insights The Financial Times names 'The Fractured Age' one of its books of the year 5 December, 2025 Chief Economist's Note Five macro themes that will shape the world in 2026 1 December, 2025 Chief Economist's Note The UK Budget’s stark lesson: no growth plan means no good fiscal options 24 November, 2025 Chief Economist's Note AI and the macro outlook: two questions shaping the debate 17 November, 2025 Chief Economist's Note Tariffs, the Supreme Court, and the shape of trade in a fractured world 10 November, 2025 Chief Economist's Note FOMO, not fundamentals, drives gold and undermines the ‘debasement’ story 27 October, 2025 CE Insights China’s push for innovation is not lifting productivity 20 October, 2025 Chief Economist's Note The great tariffs illusion: Trade flows shift, but imbalances endure 20 October, 2025 Previous slide Next slide Previous slide Publications View all Global Economics Focus The Shape of the Fractured World in 2026 12 January, 2026 Global Commercial Property Update Key themes for global commercial real estate in 2026 5 December, 2025 China Economics Update Six non-consensus calls for China for 2026 1 December, 2025 Equities Update What if the AI stock market boom turned to bust? 21 November, 2025 US Economics Focus AI boosting US economic growth 18 November, 2025 UK Commercial Property Update Key client questions from our commercial property in 2026 roundtables 18 November, 2025 Global Economics Update How to think about AI investment 12 November, 2025 Bonds & Equities Making sense of the changing nature of the AI capex boom 31 October, 2025 Global Economics Focus Financial repression to keep a lid on bond yields 16 October, 2025 Asset Allocation Update The future still looks bright for US diversified banks 16 October, 2025 Global Economics Update The advanced economy impact of China’s deflation 15 October, 2025 Global Commercial Property Update Retail and residential sectors set to outperform globally 15 October, 2025 Global Economics Update Inside the latest central bank decisions 22 September, 2025 Capital Daily Equity allocation starting to flash red for the US stock market 15 September, 2025 Global Economics Update Why r* is still heading to 2% 11 September, 2025 Previous slide Next slide Previous slide Upcoming In-Person Events In-Person Event UK Economy Roundtable – Can the UK economy weather more fiscal and political changes? 24th February 2026, 9:00AM GMT Capital Economics, 100 Victoria Street, London, SW1E 5JL Previous slide Next slide Previous slide Upcoming Online Events Online Event Japan Drop-In: Takaichi’s election gamble – Fiscal risks, market consequences 9th February 2026, 8:00AM GMT Online Event Drop-In: EM Financial Risk Q1 update – How evolving vulnerabilities will shape market returns 11th February 2026, 3:00PM GMT Online Event South Africa Drop-In: Will investor optimism last? 12th February 2026, 1:30PM GMT Online Event US Drop-In: Housing market outlook – Can Trump make homes affordable? 12th February 2026, 3:00PM GMT Online Event UK Drop-In – Will the housing market fare better this year than last year? 19th February 2026, 3:00PM GMT Previous slide Next slide Previous slide On-Demand Events Online Event Global Drop-In: Fed, ECB, and BoE update – The latest decisions and the 2026 policy outlook 5th February 2026, 3:00PM GMT Online Event Drop-In: The precious metals sell-off and market risks 2nd February 2026, 1:00PM GMT Online Event Drop-In: Asia macro and markets update – Fracturing, the Fed and AI’s influence 29th January 2026, 8:00AM GMT Online Event Drop-In: The Bank of Canada’s January decision and the 2026 policy outlook 28th January 2026, 5:00PM GMT Online Event Markets Drop-In: The dollar outlook – economics vs politics and our 2026 forecasts 28th January 2026, 1:00PM GMT Online Event India Drop-In: Budget, RBI & the road ahead 28th January 2026, 9:00AM GMT Online Event Asia Drop-In: Indonesia's weakening policy guardrails – An update on macro and market risks 27th January 2026, 8:00AM GMT Online Event Drop-In: The shape of the fractured world in 2026 22nd January 2026, 2:00PM GMT Online Event Drop-In: The Greenland Crisis – What to make of this US-Europe conflict? 19th January 2026, 11:00AM GMT Online Event Commodities Drop-In: Geopolitics and the oil glut, and what next for the metals melt-up? 14th January 2026, 3:00PM GMT Online Event EM Drop-In: 2026 EM elections – Gauging macro, market and political risks 13th January 2026, 3:00PM GMT Online Event Drop–In: US intervention in Venezuela – Regional and global economic implications 5th January 2026, 3:00PM GMT Online Event Global Drop-In: Central bank December decisions and the 2026 policy outlook 18th December 2025, 3:00PM GMT Online Event Drop-In: US Commercial Real Estate Outlook for 2026 and beyond 16th December 2025, 3:00PM GMT Online Event US Drop-In: Fed December meeting – A tight call and the 2026 policy outlook 10th December 2025, 9:00PM GMT Previous slide Next slide Previous slide Podcast Episodes View all Podcast Tech sell-off, AI winners and losers, and reasons to be optimistic about productivity 6 February, 2026 Podcast Inflation nation – Japan’s turning point and a critical election 3 February, 2026 Podcast Special Episode: What Kevin Warsh would mean for the Fed 30 January, 2026 Podcast A new world order? | Why Russia’s economy won’t stop the war 23 January, 2026 Podcast Neil Shearing on China’s trillion dollar surplus; Leah Fahy on the AI race 16 January, 2026 Podcast Maduro’s capture | Is the AI productivity boom here? 9 January, 2026 Podcast Special: Global CRE outlook – Where to find returns in a uniquely weak recovery 22 December, 2025 Podcast Dodgy data, all flavour of rate move and a bubble that will keep inflating (for now) 19 December, 2025 Podcast Special episode: The World in 2026 – Key drivers, key risks in global macro 12 December, 2025 Podcast Can Europe compete in a fractured world? 5 December, 2025 Podcast UK Budget: The Missing Growth Story | China: The Investment Mystery 27 November, 2025 Podcast More AI bubble fears, the UK Budget countdown and Saudi Arabia’s global pivot 21 November, 2025 Podcast Is AI killing jobs, and when does the growth payoff arrive? 14 November, 2025 Podcast The Rachel Reeves tax threat, the Supreme Court tariffs test and the fate of the AI boom 7 November, 2025 Podcast Driving in fog, standing on ice: The Fed and the fragile trade truce 31 October, 2025 Previous slide Next slide Previous slide
