What this election means for macro and markets and the aftermath of the UK Budget

Ahead of the year’s big political event, The Weekly Briefing from Capital Economics includes an exclusive clip from our client briefing all about what to expect from the US election. Chief Asia Economist Mark Williams and the team tackle everything from Kamala Harris’ fiscal plans to how the euro could react to which candidate the Chinese Communist Party would prefer to deal with. (Watch the full briefing here.)

Plus, Deputy Chief UK Economist Ruth Gregory unpacks the market response to the UK Budget and explains how Rachel Reeves' fiscal plans could shape the UK's monetary policy outlook.

Analysis and events referenced in this episode

Register Now: Drop-In: US election aftermath – Trump vs Harris and the state of union
https://www.capitaleconomics.com/events/drop-us-election-aftermath-trump-vs-harris-and-state-union
Key Issues: US election 2024
https://www.capitaleconomics.com/key-issues/us-election-2024
Will the BoE start to cut interest rates quicker?
https://www.capitaleconomics.com/publications/boe-watch/will-boe-start-cut-interest-rates-quicker
How worrying is the surge in Gilt yields?
https://www.capitaleconomics.com/publications/bonds-equities/how-worrying-surge-gilt-yields