Capital Economics Insights View all 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 Chief Economist's Note France is in a mess but this isn’t 2012 redux 13 October, 2025 CE Insights Key questions answered on AI and the US economic outlook 9 October, 2025 CE Insights Global Economic Outlook: US leads, others lag, in uneven global economy 8 October, 2025 Chief Economist's Note Expectations upended: Why Europe’s still stalled as America surges 6 October, 2025 Chief Economist's Note How much is too much? Thinking through triggers of the next fiscal crisis 29 September, 2025 Chief Economist's Note Tariffs may stall trade growth, but China’s overcapacity is the bigger danger 22 September, 2025 Chief Economist's Note It’s the politics, stupid 15 September, 2025 CE Insights Fracturing in the Age of Trump 8 September, 2025 Previous slide Next slide Previous slide Publications View all 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 The World in 2026: Where the risks and opportunities lie in global macro and markets 2nd December 2025, 12:00PM GMT Myo St Pauls, One New Change, London EC4M 9AF Previous slide Next slide Previous slide Upcoming Online Events Online Event Drop-In: APAC Commercial Real Estate Outlook for 2026 and beyond 3rd December 2025, 8:00AM GMT Online Event UK Drop-In: Autumn Budget – What does it mean for the property outlook? 3rd December 2025, 3:00PM GMT Online Event Drop-In: China and Russia – The limits of the “no limits” partnership 4th December 2025, 3:00PM GMT Online Event Drop-In: The World in 2026 - The global macro and market outlook 10th December 2025, 8:00AM GMT Online Event US Drop-In: Fed December meeting – A tight call and the 2026 policy outlook 10th December 2025, 9:00PM GMT Online Event Drop-In: US Commercial Real Estate Outlook for 2026 and beyond 16th December 2025, 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 EM Drop-In: 2026 EM elections – Gauging macro, market and political risks 13th January 2026, 3:00PM GMT Previous slide Next slide Previous slide On-Demand Events Online Event Asia Drop-In: The AI boom, rate calls and market momentum 27th November 2025, 8:00AM GMT Online Event UK Drop-In: The Autumn Budget – What’s next for the economy and markets? 26th November 2025, 3:00PM GMT Online Event Commodities Drop-In: Market narratives under pressure – where next for prices? 20th November 2025, 3:00PM GMT Online Event Drop-In: AI rally under pressure – The state of the equities market 20th November 2025, 8:00AM GMT Online Event UK Drop-In: Budget Preview - What to expect for the economy and markets 19th November 2025, 3:00PM GMT Online Event EM Drop-In: Egypt’s economic rebound – How secure is this recovery? 19th November 2025, 10:00AM GMT Online Event Drop-In: Commercial Property Outlook - What to watch out for in 2026 13th November 2025, 3:00PM GMT Online Event EM Drop-In: India at the geo-economic crossroads 13th November 2025, 8:00AM GMT Online Event UK Drop-In: The Bank of England’s November decision – What’s next for rates? 6th November 2025, 3:00PM GMT Online Event Drop-In: EM financial risk Q4 update – The state of sovereign, bank and FX vulnerabilities 5th November 2025, 3:00PM GMT Online Event Drop-In: UK housing outlook – Is this the start of a major downturn? 4th November 2025, 9:00AM GMT Online Event Drop-In: The Fed, ECB and Bank of England – Latest decisions and policy outlook 30th October 2025, 3:00PM GMT Online Event Drop-In: US–China trade talks – a lasting truce or just a pause? 30th October 2025, 9:00AM GMT Online Event Drop-In: Why the Bank of Canada will cut rates again…and again and again 29th October 2025, 4:00PM GMT Online Event ANZ Drop-In: What next for the RBA? How Q3 CPI could influence the rate outlook 29th October 2025, 1:30AM GMT Previous slide Next slide Previous slide Podcast Episodes View all 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 Podcast Trump and Xi, CPI and the Fed, oil and sanctions 24 October, 2025 Podcast The US-China trade war – What’s driving the latest flare-up 17 October, 2025 Podcast The AI frenzy, Japan’s market shock and France’s political storm 10 October, 2025 Podcast Global Outlook: US leads, Europe lags plus China’s equities boom 3 October, 2025 Podcast Tariffs, rates… and an Argentina rescue 26 September, 2025 Podcast US-China talks, LatAm’s crime surge and central bank shifts 19 September, 2025 Podcast US economy pre-Fed health check | Oil prices vs geopolitics 12 September, 2025 Podcast US jobs hit, France’s budget gridlock and China's world order optics 5 September, 2025 Podcast A Chinese consumption breakthrough? | The global jobs slowdown 22 August, 2025 Podcast Neil Shearing on The Fractured Age: How the Return of Geopolitics Will Splinter the Global Economy 28 August, 2025 Previous slide Next slide Previous slide
