Capital Economics Chief Economist's Note

Source

Capital Economics

Source Link

https://www.capitaleconomics.com/

Frequency

Weekly

Monday

Next Release(s)

February 2nd, 2026 7:00 AM

• February 9th, 2026 7:00 AM
• February 16th, 2026 7:00 AM
• February 23rd, 2026 7:00 AM
• March 2nd, 2026 7:00 AM
• March 9th, 2026 7:00 AM
• March 16th, 2026 7:00 AM
• March 23rd, 2026 7:00 AM
• March 30th, 2026 7:00 AM
• April 6th, 2026 7:00 AM
• April 13th, 2026 7:00 AM
• April 20th, 2026 7:00 AM

Publications

Ignore the 'Truss' comparisons - rising JGB yields reflect Japan's new normal

Jan 26, 2026

Deflation at home, disruption abroad - China's growth model is a lose-lose

Jan 19, 2026

Forget the spheres and watch the blocs: The messy reality of a fractured world

Jan 12, 2026

The US intervenes in Venezuela: Economic and geopolitical implications

Jan 04, 2026

Holiday reading, and the 2025 themes that will shape the coming year

Dec 15, 2025

Key risks for 2026: What could go wrong (and right) next year?

Dec 08, 2025

Five macro themes that will shape the world in 2026

Dec 01, 2025

The UK Budget's stark lesson: no growth plan means no good fiscal options

Nov 24, 2025

AI and the macro outlook: two questions shaping the debate

Nov 17, 2025

Tariffs, the Supreme Court, and the shape of trade in a fractured world

Nov 10, 2025

FOMO, not fundamentals, drives gold and undermines the 'debasement' story

Oct 27, 2025

The great tariffs illusion: Trade flows shift, but imbalances endure

Oct 20, 2025

France is in a mess but this isn't 2012 redux

Oct 13, 2025

Expectations upended: Why Europe's still stalled as America surges

Oct 06, 2025

How much is too much? Thinking through triggers of the next fiscal crisis

Sep 29, 2025

Tariffs may stall trade growth, but China's overcapacity is the bigger danger

Sep 22, 2025

It's the politics, stupid

Sep 15, 2025

A fractured world - and a US own goal?

Sep 08, 2025

A post-summer catch-up

Aug 27, 2025

US chip reversal highlights policy incoherence in a fractured world

Aug 18, 2025

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

Aug 13, 2025

Trump, institutions and the deafening silence of the markets

Aug 06, 2025

Chinese overcapacity is a disinflationary gift and a geopolitical threat

Jul 21, 2025

Fiscal stability is now as much about people as policy

Jul 14, 2025

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

Jul 07, 2025

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

Jun 30, 2025

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

Jun 23, 2025

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

Jun 16, 2025

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

Jun 09, 2025

Key questions from Europe clients

May 22, 2025

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

May 19, 2025

The future of Europe

May 12, 2025

Dollar dominance will persist in a world without alternatives

Apr 28, 2025

The US, China and the Fractured Age

Apr 14, 2025

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

Apr 07, 2025

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

Mar 31, 2025

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

Mar 24, 2025

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

Mar 17, 2025

Two cheers for Germany's fiscal reform

Mar 10, 2025

A major global slowdown? Parsing signals from the big three

Mar 03, 2025

A geoeconomic realignment - or is it?

Feb 24, 2025

Lessons from a week of Trump trade policy turmoil

Feb 10, 2025

Tariffs and AI - Why markets are being roiled by this year's two dominant themes

Feb 03, 2025

Trump tariff threats strike fear into the global economy - but this isn't the 1930s redux

Jan 27, 2025

Crunch time in Washington

Jan 20, 2025

From US outperformance to the DM bond sell-off - Key questions at 2025's start

Jan 13, 2025

Key reads to get ready for 2025

Dec 23, 2024

Key risks in 2025: What could go wrong (and right)?

Dec 16, 2024

It's not just France. Europe faces ongoing decline without fundamental reform at its core.

Dec 09, 2024

Five for 25: The macro themes that will shape next year

Dec 02, 2024

Inflation, China and AI - Trump isn't the whole macro story

Nov 25, 2024

Tariffs have stolen the spotlight but Trump's immigration pledges may be the real macro threat

Nov 18, 2024

Trump's near-term macro impact won't be big. Longer term is a very different story.

Nov 11, 2024

A short guide to a big week

Nov 04, 2024

Governments must fly the flag of fiscal rectitude as bond vigilantes circle

Oct 28, 2024