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John Higgins
Chief Markets Economist at Capital Economics, offering market commentary and analysis on equity moves, valuations and the implications of the AI-driven rally.
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Nov 7, 2025
• 35min
The Rachel Reeves tax threat, the Supreme Court tariffs test and the fate of the AI boom
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Neil Shearing, Group Chief Economist at Capital Economics, discusses Rachel Reeves' subtle tax hints and their dual audience of MPs and bond markets. He delves into potential fiscal risks from the Supreme Court's tariff decisions, exploring their implications on US revenues. John Higgins, Chief Markets Economist, argues that recent US equity sell-offs are mere corrections within a robust AI-driven rally, emphasizing the sustainability of earnings and market concentration among mega-cap firms as central to future forecasts.
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