EPISODE · Dec 12, 2025 · 28 MIN
Special episode: The World in 2026 – Key drivers, key risks in global macro
from The Weekly Briefing from Capital Economics · host Capital Economics
In this special episode of The Weekly Briefing podcast, Group Chief Economist Neil Shearing and Chief Global Economist Jennifer McKeown outline Capital Economics' expectations for 2026.They tackle the key drivers and risks in the year ahead, examining how the AI narrative will unfold, why the US will be a notable outperformer, how much further China’s exporters can take market share and why a new Fed chair probably won’t deliver the rate cuts that Donald Trump wants.Learn more: The World in 2026 homepage
What this episode covers
In this special episode of The Weekly Briefing podcast, Group Chief Economist Neil Shearing and Chief Global Economist Jennifer McKeown outline Capital Economics' expectations for 2026.They tackle the key drivers and risks in the year ahead, examining how the AI narrative will unfold, why the US will be a notable outperformer, how much further China’s exporters can take market share and why a new Fed chair probably won’t deliver the rate cuts that Donald Trump wants.Learn more: The World in 2026 homepage
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Special episode: The World in 2026 – Key drivers, key risks in global macro
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