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Capital Economics Chief Economist's Note

Commentary Macro

About

Next Release
November 2nd, 2026 · 7:00 AM
Source
Capital Economics
Source Link
https://www.capitaleconomics.com/
Frequency
Weekly
Region
USA

Publications

91

The Inflation Outlook and the Bond Market Sell-Off

Oct 19, 2026
Open

China Shock 2.0: Key Messages

Oct 13, 2026
Open

Introducing China Economic Scenarios, powered by Fathom Consulting

Oct 09, 2026
Open

The Changing Story Behind Higher Bond Yields

Oct 05, 2026
Open

The economics of AI regulation meet the realities of geopolitical rivalry

Sep 28, 2026
Open

China shock 2.0 will add to focus on economic resilience

Sep 21, 2026
Open

Supply shocks and the bond market feedback loop

Sep 14, 2026
Open

China Shock 2.0: Introducing our new series on the global economy

Sep 08, 2026
Open

The bond market isn't panicking - it's repricing for a riskier world

Aug 24, 2026
Open

This time has been different: How Europe weathered this energy shock

Aug 17, 2026
Open

The weak yen's lesson for policymakers far beyond Japan

Aug 10, 2026
Open

Warsh shows why quality trumps quantity in central bank communications

Aug 03, 2026
Open

Central banks on pause for now but policy divergence is coming

Jul 27, 2026
Open

AI now a key driver of growth in both the US and China

Jul 20, 2026
Open

Thinking through central banks' next moves

Jun 22, 2026
Open

A fragile deal - but one that reduces the risk of adverse scenarios

Jun 15, 2026
Open

Another China shock, but with higher stakes and fewer answers

Jun 08, 2026
Open

A still-closed Strait means the adverse scenario is now weeks, not months away

May 18, 2026
Open

Xi-Trump summit to offer much ceremony but little substance as decoupling continues

May 11, 2026
Open

The economics of price shocks - and lessons from 2022

May 05, 2026
Open

Global imbalances: Back in focus, but in a different world

Apr 21, 2026
Open

The Iran rift and the Atlantic reality - why its allies remain tied to the US

Apr 16, 2026
Open

Talks end without deal; US announces naval blockade

Apr 13, 2026
Open

Ceasefire announced - but significant hurdles remain

Apr 08, 2026
Open

Iran war: forecasting the fallout, answering your questions

Mar 30, 2026
Open

Chief Economist's Note: Supply-side shocks take centre stage in a fragmenting world

Mar 24, 2026
Open

Supply-side shocks take centre stage in a fragmenting world

Mar 24, 2026
Open

This is not 2022: Why this energy shock demands a different policy response

Mar 13, 2026
Open

How will the Iran war affect the global economy?

Mar 10, 2026
Open

The Chief Economist's Note: The Middle East conflict: What it means for economies and markets

Mar 06, 2026
Open

The Middle East conflict: What it means for economies and markets

Mar 06, 2026
Open

Will China finally pass its big rebalancing test?

Mar 04, 2026
Open

On that AI "doom loop"

Feb 27, 2026
Open

The resilient global economy - and the imbalances lurking beneath.

Feb 09, 2026
Open

The resilient global economy - and the imbalances lurking beneath

Feb 09, 2026
Open

Fear and loathing in currency markets

Feb 02, 2026
Open

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

Jan 26, 2026
Open

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

Jan 19, 2026
Open

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

Jan 12, 2026
Open

The US intervenes in Venezuela: Economic and geopolitical implications

Jan 04, 2026
Open

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

Dec 15, 2025
Open

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

Dec 08, 2025
Open

Five macro themes that will shape the world in 2026

Dec 01, 2025
Open

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

Nov 24, 2025
Open

AI and the macro outlook: two questions shaping the debate

Nov 17, 2025
Open

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

Nov 10, 2025
Open

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

Oct 27, 2025
Open

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

Oct 20, 2025
Open

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

Oct 13, 2025
Open

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

Oct 06, 2025
Open

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

Sep 29, 2025
Open

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

Sep 22, 2025
Open

It's the politics, stupid

Sep 15, 2025
Open

A fractured world - and a US own goal?

Sep 08, 2025
Open

A post-summer catch-up

Aug 27, 2025
Open

US chip reversal highlights policy incoherence in a fractured world

Aug 18, 2025
Open

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

Aug 13, 2025
Open

Trump, institutions and the deafening silence of the markets

Aug 06, 2025
Open

Chinese overcapacity is a disinflationary gift and a geopolitical threat

Jul 21, 2025
Open

Fiscal stability is now as much about people as policy

Jul 14, 2025
Open

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

Jul 07, 2025
Open

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

Jun 30, 2025
Open

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

Jun 23, 2025
Open

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

Jun 16, 2025
Open

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

Jun 09, 2025
Open

Key questions from Europe clients

May 22, 2025
Open

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

May 19, 2025
Open

The future of Europe

May 12, 2025
Open

Dollar dominance will persist in a world without alternatives

Apr 28, 2025
Open

The US, China and the Fractured Age

Apr 14, 2025
Open

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

Apr 07, 2025
Open

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

Mar 31, 2025
Open

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

Mar 24, 2025
Open

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

Mar 17, 2025
Open

Two cheers for Germany's fiscal reform

Mar 10, 2025
Open

A major global slowdown? Parsing signals from the big three

Mar 03, 2025
Open

A geoeconomic realignment - or is it?

Feb 24, 2025
Open

Lessons from a week of Trump trade policy turmoil

Feb 10, 2025
Open

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

Feb 03, 2025
Open

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

Jan 27, 2025
Open

Crunch time in Washington

Jan 20, 2025
Open

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

Jan 13, 2025
Open

Key reads to get ready for 2025

Dec 23, 2024
Open

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

Dec 16, 2024
Open

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

Dec 09, 2024
Open

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

Dec 02, 2024
Open

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

Nov 25, 2024
Open

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

Nov 18, 2024
Open

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

Nov 11, 2024
Open

A short guide to a big week

Nov 04, 2024
Open

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

Oct 28, 2024
Open