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, dives into a week packed with political and economic drama. He evaluates Donald Trump's trade policies and their surprises, discussing how the US labor market differs from Europe's struggles. Leah Fahy, a China economist, teams up with Shilan Shah to reveal how China is reshaping the industrial landscape by taking market share from low-end emerging market manufacturers, challenging traditional economic models. The conversation offers crucial insights into global trade tensions and economic disparity.