Ahead of the Curve: March 2024

Are housing corrections over? Are Japanese stocks back for good? Are US stocks in another bubble? What will China’s slowdown mean for the long-term global outlook? Find out what we’re telling Capital Economics clients about the key macro and market questions in the latest edition of our monthly newsletter.

Read: The housing crash that didn’t happen

Unsurprisingly, this was the most-read report among Capital Economics clients in February. That’s because this major survey of 12 advanced economies answers the nagging questions about why house prices fell so little during recent tightening cycles and whether they have further to fall.

Read the report

Listen: Are Japan stocks back for good?

There’s a live debate as to whether Japan stocks have finally hit a new high – 34 years after the old one – because of a fundamental shift in the economy’s outlook or just because of a weak yen. Our economists explain what’s behind the rebound and whether it’s sustainable in this episode of our weekly podcast.

Listen to the podcast

Read: The stock market bubble – how this time is different

Yes, this is a stock market bubble – and it’s continuing to inflate. But Chief Markets Economist John Higgins shows why there are important differences with previous bubbles, and what that could mean for the outlook.

Read the report

Watch: The global economy to 2050

The AI boom. The Chinese slowdown. The fracturing global system. Find out how three major forces will shape the world economy in the coming decades in this recording of a special client briefing to mark the publication of our annual Long Run Economic Outlook report.

Watch on-demand

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