Capital Economics
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Make better investment decisions that deliver sustainable value with Capital Economics' unmatched insight into the global economy and markets. Capital Economics was founded in 1999 based on the premise that in an increasingly connected and complex world, there was a compelling need for financial institutions to have access to independent, high-quality insight into the immediate to..
Capital Economics
6d ago
All nine constituents of the S&P 500 diversified banks index have now released their earnings reports for Q1. While the performance of their shares has typically been underwhelming of late, in some ..read more
Capital Economics
6d ago
In a campaign stop at a union headquarters this week, President Joe Biden called for a tripling of the tariffs on steel imports from China to 25%, from the current 7.5% rate, originally introduced by ..read more
Capital Economics
6d ago
The naira’s surprising recent recovery appears to have been driven by FX reserve sales and the currency risks becoming overvalued again. We think renewed naira weakness is on the cards over the rest ..read more
Capital Economics
6d ago
Financial markets have largely taken the latest escalation in the Middle East over the past week in stride. Having spiked from $87pb to $90pb on the news of today’s attack, Brent crude oil has now ..read more
Capital Economics
2w ago
Uganda’s strong recent economic recovery is facing domestic and external headwinds, including international condemnation of the government’s Anti-Homosexuality Bill – and the associated impact on ..read more
Capital Economics
2w ago
We expect Japanese equities to do quite well this year, as hype around artificial intelligence proves a more powerful catalyst than the headwind we anticipate from a stronger yen ..read more
Capital Economics
2w ago
The rise in part-time employment is not a sign of economic weakness, but instead reflects the large inflow of prime-age women into the labour force, who have been the big beneficiaries of the post ..read more
Capital Economics
2w ago
The slump in the yen has resulted in Germany overtaking Japan as the world’s 3rd largest economy at market exchange rates. We expect Japan to overtake Germany yet again in the early 2030s as the yen ..read more
Capital Economics
3w ago
The collapse of the Francis Scott Key bridge in Baltimore this week is unlikely to have a large impact on global energy flows. For oil, flows of crude and refined products to or from Baltimore are ..read more
Capital Economics
3w ago