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Global growth is about to slow – understanding why is key
Written by Neil Shearing, Group Chief Economist Last week saw a flurry of second quarter GDP releases covering economies from Korea to Mexico and the US…
Aug 2, 2021
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Capital Economics
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Global growth is about to slow – understanding why is key
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July 2021
A world of shifting central bank frameworks is a riskier one for markets
By Neil Shearing, Group Chief Economist Anticipating policy shifts by central banks has never been easy but recent developments suggest it’s about to…
Jul 12, 2021
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Capital Economics
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A world of shifting central bank frameworks is a riskier one for markets
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The end of the beginning for supply shortages?
By Neil Shearing, Group Chief Economist One source of inflation concern over the past six months has been the growing evidence of supply shortages in…
Jul 6, 2021
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Capital Economics
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The end of the beginning for supply shortages?
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June 2021
As crisis turns to recovery, governments must ease the burden on central banks
By Neil Shearing, Group Chief Economist It is now accepted wisdom that in times of crisis fiscal policy should work hand-in-glove with monetary policy…
Jun 28, 2021
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Capital Economics
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As crisis turns to recovery, governments must ease the burden on central banks
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They may look similar, but US and European labour markets are on different paths
By Neil Shearing The US and Europe adopted very different approaches to providing labour market support during the pandemic but as their economies…
Jun 22, 2021
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Capital Economics
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They may look similar, but US and European labour markets are on different paths
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Can there be a commodity supercycle if China’s not pedaling?
The concept of commodity supercycles has had a difficult history. It has its roots in the work of Nikolai Kondratiev in the early 1920s. He fell out in…
Jun 16, 2021
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Mark Williams
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Can there be a commodity supercycle if China’s not pedaling?
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The "rebirth" of inflation
Will the pandemic give way to a new inflationary era?
Jun 14, 2021
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Capital Economics
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The "rebirth" of inflation
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May 2021
Global inflation outlook more complicated than polarised debate suggests
It sometimes feels as though there is little more to be said about the outlook for inflation, such has been the volume of ink spilt on the subject in…
May 24, 2021
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Capital Economics
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Global inflation outlook more complicated than polarised debate suggests
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Global inflation outlook more complicated than polarised debate suggests
It sometimes feels as though there is little more to be said about the outlook for inflation, such has been the volume of ink spilt on the subject in…
May 24, 2021
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Capital Economics
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Global inflation outlook more complicated than polarised debate suggests
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How macroeconomics will drive FX markets coming out of the pandemic
Our new FX Markets service, which we launched last week, brings a fresh approach to analysing currency markets by looking at them through a macro lens…
May 17, 2021
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Capital Economics
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How macroeconomics will drive FX markets coming out of the pandemic
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As economies reopen, inflation fears are returning – here’s what to watch for
The one theme that has dominated conversations with clients over the past few months is inflation and, more specifically, the possibility that it is…
May 10, 2021
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Capital Economics
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As economies reopen, inflation fears are returning – here’s what to watch for
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Welcome to The Chief Economist's Note
Weekly analysis from one of the world's leading independent macroeconomic research companies
May 7, 2021
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Capital Economics
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Welcome to The Chief Economist's Note
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