The Long View Neil Shearing: What the Consensus Is Missing About the Current Economy
7 snips
Apr 16, 2024 Neil Shearing, chief economist at Capital Economics, discusses unique forecasts for the global economy, including US growth, China's trajectory, and S&P 500 predictions. He explores challenges in economic forecasting amidst the pandemic, focusing on supply-side impacts and regional performances. The podcast delves into emerging markets' resilience to rate hikes, global economic influences like the US impact on growth, and upcoming elections' effects on trade routes and currency markets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Navigating Economic Uncertainties and Forecasting Challenges
03:13 • 22min
Emerging Markets Resilience and Global Economic Influences
24:45 • 6min
Fiscal Responsibility, Tax Cuts, and Bond Market Reactions in Government Policy
30:30 • 3min
Global Elections, AI Impact, and Market Exuberance
33:08 • 10min
Closing Remarks and Disclaimers
42:45 • 2min