What lies ahead for the global economy and markets?
A Capital Economics podcast
7th July, 2023
We've just published our Q3 Outlook reports for the global economy and markets. They tell a fairly grim near-term story of inflation, recession and weaker equities prices. But there's nuance within that narrative, including emerging markets outperformance and a much, much brighter outlook for stocks beyond 2023. Ariane Curtis and Tom Mathews speak to David Wilder about the key takeaways from their reports ahead of client briefings this coming week.
Plus, Neil Shearing explains why the bond market has been freaking out of late, including why inflation is taking so long to respond to its monetary medicine, and introduces our major new research project coming this September.