Ruth Gregory
Deputy Chief UK Economist at Capital Economics, focusing on UK fiscal and political risks and the outlook for gilt markets, public finances and local election implications.
Best podcasts with Ruth Gregory
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Nov 27, 2025 • 27min
UK Budget: The Missing Growth Story | China: The Investment Mystery
Paul Dales, Chief UK Economist, shares insights on the UK Budget's mixed reception, discussing the limited growth strategy and the potential role of AI in boosting productivity. Ruth Gregory, Deputy Chief UK Economist, highlights the looming political risks that might impact fiscal credibility and gilt markets. Meanwhile, Leah Fahy, China Economist, tackles the decline in fixed-asset investment, suggesting it's more about successful policy than just economic downturns, backed by alternative activity measures showing resilience in industrial performance.
Nov 21, 2025 • 36min
More AI bubble fears, the UK Budget countdown and Saudi Arabia’s global pivot
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.
