The Rachel Reeves tax threat, the Supreme Court tariffs test and the fate of the AI boom

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The Weekly Briefing from Capital Economics

Capital Economics

176 episodes

4 days ago

Capital Economics, a world leading provider of macroeconomic insight, presents The Weekly Briefing – the show with all you need to know about what's happening in the global economy and markets. From the Fed's next decision to China's slowdown to moves in equities, bonds and FX, each week, our team of economists take apart the big economic and market stories and highlight the issues that investors should be paying more attention to.

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The Rachel Reeves tax threat, the Supreme Court tariffs test and the fate of the AI boom

The Weekly Briefing from Capital Economics

34 minutes

1 week ago

The Rachel Reeves tax threat, the Supreme Court tariffs test and the fate of the AI boom

Who was Rachel Reeves really speaking to when she hinted at higher taxes this week? How much of a threat is the Supreme Court to Treasury tariff revenues? And how useful is “G2” as a lens for the new global order? Group Chief Economist Neil Shearing unpacks these big global macro questions in the latest episode of The Weekly Briefing from Capital Economics. Also on the show, Chief Markets Economist John Higgins assesses whether this week’s sell-off marks the end of the great AI-driven US equity boom, or was just a wobble on the way to new highs.

Analysis and events referenced in this episode

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