Capital Economics Weekly Briefing Podcast: "Two Elections and a Budget"
Key Takeaways
- •Capital Economics released a Weekly Briefing podcast episode titled 'Two elections and a Budget,' accessible via Spotify, Apple Podcasts, and other leading platforms.
- •Africa Economist David Omojomolo previews South Africa's municipal elections, scheduled for next week, which are expected to deliver another setback for the African National Congress.
- •Thomas Mathews, Head of Markets for Asia Pacific, argues the contentious US-China trade negotiations matter considerably more for Chinese equities than for US equities.
- •Senior Asia Economist Gareth Leather observes that Korea's trend growth has slowed over recent decades, but sees artificial intelligence and demographics brightening the long-term outlook.
- •The episode is supported by companion research spanning multiple regions, including analyses of the UK Budget, Israel's election, and Brazil's market rout.
Capital Economics has released a new episode of its Weekly Briefing podcast, titled "Two elections and a Budget." The episode is available via Spotify, Apple Podcasts, and other leading podcast platforms, with the episode page hosted on the Capital Economics website. The format condenses research from the firm's regional teams into a single listen, letting readers follow electoral politics, trade policy, and long-term growth questions without piecing together separate reports.
The release is accompanied by related research from the firm's economics teams.
What to expect from South Africa's local elections
Africa Economist David Omojomolo previews South Africa's municipal elections, which take place next week and are set to deliver another setback for the African National Congress (ANC), with the Democratic Alliance... Municipal ballots determine the makeup of local councils, and with polling scheduled for next week, this is the nearest dated event among the topics featured alongside the episode.
Two points for markets on the US-China trade talks
Thomas Mathews, Head of Markets, Asia Pacific, argues that the contentious US-China trade negotiations are much more important for Chinese equities than US ones, while also weighing in on the current backdrop...
Korea: AI and demographics brighten the long-term outlook
Senior Asia Economist Gareth Leather observes that Korea's trend growth has slowed over the past few decades, reflecting weaker productivity and slower workforce growth, but points to artificial intelligence and demographics brightening the long-term outlook...
The episode page also links to further Capital Economics publications, including UK Budget Response: Fiscal Credibility Preserved, Difficult Decisions, Israel's Election: What It Means for Macro Outlook, and Brazil's Market Rout Threatens Growth, More Inflation. Read together, the companion notes span Africa, Asia, Europe, the Middle East, and Latin America, giving the episode a cross-regional sweep that pairs election and budget coverage with trade and structural growth research.
