Resources

The only certainty about “Liberation Day”? Everyone loses when tariffs rise

Chief Economist's Note

The only certainty about “Liberation Day”? Everyone loses when tariffs rise

Podcast

A "whiff of US stagflation", the state of US exceptionalism, and China's weak start to 2025
The path to solving global imbalances doesn’t run through Mar-a-Lago

Chief Economist's Note

The path to solving global imbalances doesn’t run through Mar-a-Lago

Podcast

The Mar-a-Lago myth, another crisis in Turkey and Rachel Reeves' under pressure
Trump is right to fixate on the trade deficit – just not for the reason he thinks

Chief Economist's Note

Trump is right to fixate on the trade deficit – just not for the reason he thinks

Podcast

What to make of US recession fears, a Fed preview, our long-term global macro outlook and more
Two cheers for Germany’s fiscal reform

Chief Economist's Note

Two cheers for Germany’s fiscal reform

Podcast

Tariffs special: The macro implications of Trump's latest trade actions

Global Drop-In: Trump tariffs hit China, Mexico and Canada – Macro and market implications
A major global slowdown? Parsing signals from the big three

Chief Economist's Note

A major global slowdown? Parsing signals from the big three

Podcast

In the fog of policy uncertainty, China’s National People's Congress, India in Trumpland and more

Commodities

Drop-In: Commodities news storm – What to make of Tariffs, China, OPEC+ and more

Global Economics Focus

Drop-In: Could a ‘Mar-a-Lago Accord’ fix the global trading system?

UK Economics

UK Drop-In: Spring Fiscal Forecast preview – More tax or less spend?

UK Economics

UK Drop-In: Spring Fiscal Forecast reaction – Macro and market implications of Reeves’ statement

China Economics

China Drop-In: 2025 NPC – Setting policy goals in a trickier global environment

Bonds & Equities

Drop-In: Is US equities exceptionalism dead?

Japan Economics

Japan Drop-In: The Shunto, the Bank of Japan and the inflation and policy outlook
Independent, data-driven economic insights to power your decisions
Let's find the right solution for your business and get you started today
Contact Us
© 2025 Capital Economics Ltd. All rights reserved.
Back to top