Neil Shearing

Neil Shearing, Group Chief Economist at Capital Economics and author of 'The Fractured Age', shares his expertise on the transformative effects of geopolitical tensions on global trade. He argues that the unraveling of globalization is not solely due to Donald Trump's policies but a deeper trend. The discussion highlights the escalating economic rivalry between the US and China, the implications of technological competition, and the potential bifurcation of global markets. Shearing also touches on the evolving role of Europe and the future of the dollar.

Neil Shearing, Group Chief Economist at Capital Economics and author of 'The Fractured Age', dives into the complexities of the global economy amidst rising geopolitical tensions. He discusses how US-China rivalry challenges the narrative of deglobalization, using Huawei as a case study. The episode uncovers the influence of AI on productivity and geopolitical dynamics, notably Taiwan's strategic role in chip production. Shearing also examines the resilience of the US dollar and potential shifts in supply chains, spotlighting countries like Vietnam and Mexico.

Neil Shearing, the group chief economist at Capital Economics and author of The Fractured Age, discusses the shift from hyper-globalization to a world divided into US- and China-centric blocs. He highlights key sectors like semiconductors and biotech that are becoming strategic in this rivalry, predicting increased volatility in inflation due to supply chain reorientation. Shearing also explores potential geopolitical flashpoints and urges investors to be cautious about exposure to China while recognizing opportunities in gold and critical minerals.

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.

Neil Shearing, Group Chief Economist at Capital Economics, discusses the delayed economic reports due to the US government shutdown and the need for coherent fiscal strategies. Vicki Redwood, a Senior economic advisor, analyzes AI's impact on entry-level jobs, explaining the nuances of market trends and the role of other factors like degree inflation. Mark Williams, Chief Asia Economist, touches on India's rare earths sector and how AI presents both challenges and opportunities, particularly in outsourcing and productivity enhancements.

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.

Neil Shearing, the Group Chief Economist at Capital Economics, shares his concerns about the markets overestimating potential Fed rate cuts, citing resilient U.S. growth and inflation risks. He discusses how China's deflation and overinvestment could influence global prices. Meanwhile, Heidi Crebo-Rediker, a Senior Fellow at the Council on Foreign Relations, analyzes the ongoing Russia-Ukraine negotiations, highlighting the challenges posed by hollow Russian promises and the need for stronger support for Ukraine's financing and reconstruction.

Join Andrew Kenningham, Chief Europe Economist, Neil Shearing, Group Chief Economist, and William Jackson, Chief EM Economist, as they dissect Europe’s economic landscape. They discuss the fading optimism in Europe, slow fiscal stimulus, and Germany's cautious approach to debt. The trio explores Europe's competitiveness against the US and China, highlighting weak innovation and protectionist measures. With concerns over fiscal risks in Italy and France, they ponder Europe's military-industrial challenges amid rising geopolitical tensions.

Ruth Gregory, Deputy Chief UK Economist, dissects the turbulent lead-up to the UK's autumn Budget and its potential economic impact. Jonas Goltermann, Deputy Chief Markets Economist, raises concerns over the sustainability of the AI-led stock market rally, drawing parallels to past bubbles. Meanwhile, Neil Shearing, Group Chief Economist, discusses the implications of the recent Trump-Mohammed bin Salman meeting and the shifting dynamics in US-Saudi relations amid a fracturing global economy. Expect insights on fiscal policy, market risks, and geopolitical shifts.

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.