Jennifer McKeown
Chief Global Economist at Capital Economics, specializing in global macro themes including monetary policy, inflation, and the economic impact of technology like AI.
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Jul 19, 2024 • 32min
The global IT outage, China’s growth and reform struggles, an update on the inflation battle and more
Chief Global Economist Jennifer McKeown discusses the global IT outage's macro implications, sticky services inflation challenges, and why central banks can't delay rate cuts. China Economics Head Julian Evans-Pritchard analyzes China's Third Plenum outcome and the economy's persistent problems. The episode delves into global inflation scenarios, interest rate debates, and projections on new normal interest rates in major economies.
Dec 12, 2025 • 29min
Special episode: The World in 2026 – Key drivers, key risks in global macro
Neil Shearing, Group Chief Economist at Capital Economics, joins Jennifer McKeown, Chief Global Economist, to explore predictions for 2026. They discuss how AI will primarily boost U.S. GDP, projecting a 2.5% growth fueled by technology investments. The duo highlights potential risks, such as the impact of a possible AI equity bubble burst and fiscal fragility in advanced economies. They also examine tensions in U.S.-China trade relations and the potential policy shifts in Europe, painting a complex picture of the global economic landscape.
