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Chief Economist's Note

US chip reversal highlights policy incoherence in a fractured world

CE Insights

America or China? As the global economy fractures, the world will have to choose

NYC skyline at sunset

Chief Economist's Note

Trump, institutions and the deafening silence of the markets

Chinese overcapacity is a disinflationary gift and a geopolitical threat

Chief Economist's Note

Chinese overcapacity is a disinflationary gift and a geopolitical threat

Fiscal stability is now as much about people as policy

Chief Economist's Note

Fiscal stability is now as much about people as policy

Chief Economist's Note

This trade war is the symptom – global fracturing is the cause

Trump tariffs are forcing a global reckoning with China’s manufacturing excess

Chief Economist's Note

Trump tariffs are forcing a global reckoning with China’s manufacturing excess

Chief Economist's Note

Israel-Iran and economic risk in a world of radical uncertainty

World economy

Chief Economist's Note

Without a plan in a complex, fracturing system – takeaways from the latest US-China twist

Capital controls as a fix for US deficits – no longer unthinkable, still costly

Chief Economist's Note

Capital controls as a fix for US deficits – no longer unthinkable, still costly

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Capital Economics named most accurate overall economic forecaster

Chief Economist's Note

Key questions from Europe clients

US China relations

Chief Economist's Note

Trade truce, or just a pause? The fragile state of US-China relations

Future of Europe

Chief Economist's Note

The future of Europe

Chief Economist's Note

Dollar dominance will persist in a world without alternatives

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The US, China and the Fractured Age

Chief Economist's Note

The US, China and the Fractured Age

The economic consequences of Mr Trump – looking for clarity in the tariffs chaos

Chief Economist's Note

The economic consequences of Mr Trump – looking for clarity in the tariffs chaos