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Contenuto fornito da David Wilder and Capital Economics. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da David Wilder and Capital Economics o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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'More good data' for the Fed, more election uncertainty and why the ECB won't rush a follow-up

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Manage episode 428897165 series 3410672
Contenuto fornito da David Wilder and Capital Economics. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da David Wilder and Capital Economics o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In the latest episode of The Weekly Briefing from Capital Economics, Chief North America Economist Paul Ashworth reflects on a couple of crucial inflation reports, explaining how they’ve shifted the disinflation narrative and could even lead to even more aggressive policy easing from the Federal Reserve this year. Paul also discusses with David Wilder how his team is trying to cut through the noise around the US election to forge a coherent view of the US economic outlook in 2025 and beyond.

Andrew Kenningham, our Chief Europe Economist, is also on the show to preview the coming week’s ECB meeting but also to talk through Europe’s own election uncertainty as the French political establishment continues to reel from the fall-out from last month’s legislative election against a backdrop of a worsening fiscal picture.

  continue reading

119 episodi

Artwork
iconCondividi
 
Manage episode 428897165 series 3410672
Contenuto fornito da David Wilder and Capital Economics. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da David Wilder and Capital Economics o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In the latest episode of The Weekly Briefing from Capital Economics, Chief North America Economist Paul Ashworth reflects on a couple of crucial inflation reports, explaining how they’ve shifted the disinflation narrative and could even lead to even more aggressive policy easing from the Federal Reserve this year. Paul also discusses with David Wilder how his team is trying to cut through the noise around the US election to forge a coherent view of the US economic outlook in 2025 and beyond.

Andrew Kenningham, our Chief Europe Economist, is also on the show to preview the coming week’s ECB meeting but also to talk through Europe’s own election uncertainty as the French political establishment continues to reel from the fall-out from last month’s legislative election against a backdrop of a worsening fiscal picture.

  continue reading

119 episodi

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