Ahead of the Curve: November 2023
Capital Economics
Capital Economics is an award-winning provider of independent macroeconomic analysis, forecasts and consultancy.
Highlights from our recent coverage of the big issues in the global economy and markets include our look ahead to 2024, a framework for thinking through the impact of geopolitical tension on financial markets, a podcast about Italy’s worrying debt load, and our briefing on the Xi-Biden meeting.
Watch: That Xi-Biden meet in context – How fracturing is reshaping the global outlook
Straight after Xi Jinping and Joe Biden met in San Francisco, our economists briefed clients on the outlook for US-China relations and the reshaping of the global economy as competition between the two countries intensifies.
Watch our on-demand webinar
Read: Seven themes for 2024
As another extraordinary year in macro and markets draws to a close, Group Chief Economist Neil Shearing outlines what we think will be the key themes that will shape the global economy in 2024, from inflation’s retreat to the start of DM rate cuts to the potential return of Donald Trump to the White House.
Listen: Is a debt crisis brewing in Italy?
Europe Economist Franziska Palmas was a guest on this episode of our weekly podcast to discuss her new analysis which suggests that Italian debt is on a worrying trajectory, which could raise the stakes for the ECB in the coming years.
Listen to the podcast
Read: Key insights from our new CE Climate Reporting Tools
Our Green Transitions Scores, Climate Databanks and Emissions Scenario Generator are designed to help clients meet their climate reporting and evaluation needs. This guide to the tools highlights just some of their big analytical takeaways.