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Konten disediakan oleh David Wilder and Capital Economics. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh David Wilder and Capital Economics atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Bond markets in election season, the stock market bubble, India economic outlook and more

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Konten disediakan oleh David Wilder and Capital Economics. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh David Wilder and Capital Economics atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing previews upcoming US inflation data, outlines the fiscal challenges facing the next UK Chancellor and explains how Chinese manufacturing overcapacity isn’t just a problem for advanced economies.

Plus, Deputy Chief Markets Economist Jonas Goltermann discusses the growing bubble in US stocks – and why we think it can continue to inflate for now.

And Shilan Shah, our India Economics lead, is on the show to talk about how the Indian economy is likely to fare in Narendra Modi’s third term, and why – despite widespread optimism – investors need to be clear-eyed about the country’s long-term challenges.

  continue reading

123 episode

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Manage episode 425283386 series 3410672
Konten disediakan oleh David Wilder and Capital Economics. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh David Wilder and Capital Economics atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing previews upcoming US inflation data, outlines the fiscal challenges facing the next UK Chancellor and explains how Chinese manufacturing overcapacity isn’t just a problem for advanced economies.

Plus, Deputy Chief Markets Economist Jonas Goltermann discusses the growing bubble in US stocks – and why we think it can continue to inflate for now.

And Shilan Shah, our India Economics lead, is on the show to talk about how the Indian economy is likely to fare in Narendra Modi’s third term, and why – despite widespread optimism – investors need to be clear-eyed about the country’s long-term challenges.

  continue reading

123 episode

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