Neil Shearing

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.

Group Chief Economist Neil Shearing and Chief Europe Economist Andrew Kenningham discuss the troubled German economy, exploring topics such as structural malaise, threat of Chinese electric cars, and risks from a resurgent political right-wing. They dive into challenges like slow growth, energy supply shifts, the car industry, and the impact of immigration. The conversation also covers future growth prospects, productivity growth, and the evolving political landscape in Germany amidst economic challenges.