Bond markets in election season, the stock market bubble, India economic outlook and more

In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing previews upcoming US inflation data, outlines the fiscal challenges facing the next UK Chancellor and explains how Chinese manufacturing overcapacity isn’t just a problem for advanced economies.

Plus, Deputy Chief Markets Economist Jonas Goltermann discusses the growing bubble in US stocks – and why we think it can continue to inflate for now.

And Shilan Shah, our India Economics lead, is on the show to talk about how the Indian economy is likely to fare in Narendra Modi’s third term, and why – despite widespread optimism – investors need to be clear-eyed about the country’s long-term challenges.