Fed week! China's stimulus blizzard, Houthi inflation risk and more

Capital Economics Weekly Briefing

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10M ago 27:00

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Post-ECB and pre-Fed and Bank of England meetings, Group Chief Economist Neil Shearing explains what 'data dependency' means for central banks as they try to gauge when to begin rate cuts – and to manage the market’s expectations about when those cuts will start.

David Wilder is also joined by Deputy Chief Global Economist Simon MacAdam to discuss the inflation risks stemming from disruptions to shipping in the Red Sea. Simon explains how our new Shipping Disruption Dashboard helps investors cut through the noise to assess exactly what risk Houthi attacks present to global supply chains and the inflation outlook.

Finally, in an exclusive clip from our latest monthly Asia Drop-In, China Head Julian Evans-Pritchard and Senior Markets Economist Tom Mathews discuss whether a string of announcements from Beijing will be enough to support the country’s struggling economy and stock markets.

Click here to explore the analysis and events referenced in this episode.

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