Ahead of the Curve: April 2024
Capital Economics
Capital Economics is an award-winning provider of independent macroeconomic analysis, forecasts and consultancy.
Conflict in the Middle East. A hit to the global disinflation narrative. More US-China trade tensions. These are just some of the areas where our economists have been helping clients understand the core issues and identify risks and opportunities in recent weeks.
Watch: The outlook for global markets outlook
Will Treasury yields reverse course? Is the equities rally over? What does a stronger-for-longer dollar mean for asset allocation? All these client questions and more were tackled in this special online briefing following publication of our latest Asset Allocation Outlook. Watch the 30-minute session
Watch on-demand
Read: Don’t underestimate the ECB
Despite Middle East conflict and Fed easing delayed until the second half, we think the ECB will start cutting rates in June – and end up lowering the deposit rate by more than most expect. This in-depth analysis makes the case.
Listen: Janet Yellen’s Beijing trip and the Chinese overcapacity threat
Mark Williams , our Chief Asia Economist, joined Group Chief Economist Neil Shearing for this podcast episode discussing the US Treasury Secretary’s efforts to get Chinese leaders to address industrial overcapacity and exploring where bilateral trade tensions are heading as the US election approaches.
Listen to the podcast
Read: Middle East conflict and inflation
In response to worries about the impact of tensions in the Middle East on the global inflation picture, Chief Global Economist Jennifer McKeown showed why the recent rise in oil prices shouldn’t derail central bank plans to start cutting interest rates.
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