Artwork

Content provided by David Wilder and Capital Economics. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Wilder and Capital Economics or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !

Biden’s debate stumble and the macro/market context, UK election preview, shipping rates resurgent and more

33:02
 
Distribuie
 

Manage episode 426406130 series 3410672
Content provided by David Wilder and Capital Economics. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Wilder and Capital Economics or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In the aftermath of Joe Biden’s poorly received debate performance, Group Chief Economist Neil Shearing explains the market response and highlights potential economic risks around a second Trump presidency. He also reviews the latest US inflation data and talks about the AI’s transformational promise in the wake of a sharp market sell-off in stocks linked to the emergent technology.

Plus, Paul Dales and Ruth Gregory from our UK team preview the coming week’s general election and discuss when we could see details on tax and spending plans from Keir Starmer’s government if the Labour government win on Thursday.

Finally, as shipping costs rebound, Simon MacAdam speaks to Leah Fahy about what’s driving their resurgence and whether this presents an inflation risk.

  continue reading

126 episoade

Artwork
iconDistribuie
 
Manage episode 426406130 series 3410672
Content provided by David Wilder and Capital Economics. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Wilder and Capital Economics or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In the aftermath of Joe Biden’s poorly received debate performance, Group Chief Economist Neil Shearing explains the market response and highlights potential economic risks around a second Trump presidency. He also reviews the latest US inflation data and talks about the AI’s transformational promise in the wake of a sharp market sell-off in stocks linked to the emergent technology.

Plus, Paul Dales and Ruth Gregory from our UK team preview the coming week’s general election and discuss when we could see details on tax and spending plans from Keir Starmer’s government if the Labour government win on Thursday.

Finally, as shipping costs rebound, Simon MacAdam speaks to Leah Fahy about what’s driving their resurgence and whether this presents an inflation risk.

  continue reading

126 episoade

Toate episoadele

×
 
Loading …

Bun venit la Player FM!

Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.

 

Ghid rapid de referință