Trying to avoid talking Trump and what an end to the Ukraine war could look like

Discussion on the latest episode of The Weekly Briefing from Capital Economics attempts to avoid any mention of Donald Trump – and fails almost immediately. But Group Chief Economist Neil Shearing’s point is that there is a lot going on in the world besides regime change in Washington. He talks to David Wilder about why inflation is worrying markets, why Chinese stimulus hopes were dashed, and what Nvidia’s earnings say about AI’s potential. 

Plus, despite escalation in the war in Ukraine, speculation is also building about an end to fighting when Donald Trump takes office next year. Senior EM Economist Liam Peach talks about what this could look like and its potential implications for the Ukrainian, Russian and broader European economies.

Events and analysis referenced in this episode:

London Event: The World in 2025
https://www.capitaleconomics.com/world-2025-event-december-2024

Is Nvidia a sign that the AI boost for US equities is over?

https://www.capitaleconomics.com/publications/capital-daily/nvidia-sign-ai-boost-us-equities-over

Trump and the war in Ukraine
https://www.capitaleconomics.com/publications/emerging-europe-economics-update/trump-and-war-ukraine

Drop-In: Trump, OPEC, China – What’s driving oil prices in 2025?
https://www.capitaleconomics.com/events/drop-trump-opec-china-whats-driving-oil-prices-2025