Capital Economics Releases "The Fed, the World, and China Shock 2.0" Weekly Briefing Podcast
Key Takeaways
- •Capital Economics published a Weekly Briefing podcast episode titled 'The Fed, the World, and China Shock 2.0,' dated September 18, 2026, and distributed through Spotify, Apple Podcasts, and other leading platforms.
- •The episode's discussion centers on the US Federal Reserve and renewed concerns about the economic impact of Chinese import competition, a phenomenon labeled 'China Shock 2.0.'
- •The '2.0' designation invokes the original China shock, the 2000s wave of Chinese imports into advanced economies after China's 2001 WTO accession, which research by economists David Autor, David Dorn, and Gordon Hanson tied to significant manufacturing job losses in the most exposed US regions.
- •The episode page provides no additional details about the discussion, leaving the published title as the main indication of its scope.
- •The page also highlights companion Capital Economics studies covering the fiscal cost of the Iran war for the Gulf, an expected acceleration of the Bank of Japan's tightening cycle, and key questions around the East-West pipeline closure.
Independent economic research consultancy Capital Economics has published a new episode of its Weekly Briefing podcast, titled “The Fed, the World, and China Shock 2.0.”
The episode, dated September 18, 2026, is available via Spotify and Apple Podcasts, or on other leading podcast platforms. As its title indicates, the discussion centers on the US Federal Reserve, the American central bank whose interest-rate decisions shape monetary conditions at home and abroad, and what economic commentators have called “China Shock 2.0,” a term referring to renewed concerns about the economic impact of Chinese import competition. The “2.0” label invokes the original “China shock,” the surge of Chinese imports into the United States and other advanced economies in the 2000s following China’s 2001 accession to the World Trade Organization, a period that research, most prominently by economists David Autor, David Dorn, and Gordon Hanson, tied to significant manufacturing job losses in the most exposed US regions. The episode page itself offers no further details about the contents of the discussion, leaving the published title as the main indication of its scope.
The page also highlights related Capital Economics research:
- Counting the fiscal cost to the Gulf from the Iran war
- BoJ set to accelerate its tightening cycle
- Key questions on the closure of the East-West pipeline
Taken together, the companion studies, spanning Middle East public finances, the Bank of Japan’s policy path, and commodity infrastructure, reflect the breadth of global themes the firm’s research desk is tracking. London-based Capital Economics produces macroeconomic research and forecasting, publishing the Weekly Briefing podcast alongside regular economic updates for its clients. Audio briefings of this kind are among the formats research houses use to put analysts’ perspectives in front of clients between written reports.
