@ShearingNeil

Group Chief Economist, Capital Economics

 London
capitaleconomics.com
Joined May 2012
  • Tweets56
  • Following200
  • Followers281
16Media
“A key question is whether that US block holds?” “America first really does in that situation become America last.” @ShearingNeil speaks at Policy Exchange yesterday on geopolitics and the splintering of the Global Economy 👇
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Neil Shearing retweeted
Gerard Baker
@gerardtbaker15 Oct 2025
On this episode of the #FreeExpressionPodcast, I spoke with @ShearingNeil, Group Chief Economist of Capital Economics and author of “The Fractured Age: How the Return of Geopolitics Will Splinter the Global Economy.” wsj.com/podcasts/opinion-fre…

A Fractured World - Opinion: Free Expression - WSJ Podcasts

We may be seeing peace break out in the Middle East, but it’s still trade war elsewhere - especially with China. Donald Trump has threatened a 100% tariff on the rival superpower if Beijing goes...

wsj.com
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On today's show with @FrankCNBC: Markets: Scott Ladner Travel: Stephen Grambling S&P 500: @ShearingNeil Oil: Rebecca Babin Trading: @TiffanyInvests Reporting: @Silvia_Amaro, @berthacoombs, @Hugh_Son, and @sherman4949 See you at 5am ET on @CNBC!
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In his latest column Martin Wolf draws on our work on US-China fracturing. Analysis and data here - message me if you want access: capitaleconomics.com/publica…
Financial Times
@FT28 Nov 2023
The US retains the economic advantage in its rivalry with China on.ft.com/3uD235e

The US retains the economic advantage in its rivalry with China

America and its allies remain more united and economically powerful than Beijing’s group of malcontents

ft.com
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Yup
BSurveillance
@bsurveillance22 Nov 2023
"Certainly, I think we'll be entering 2024 on a substantially weaker footing." - Neil Shearing, Chief Economist at Capital Economics Group trib.al/VBZk8V7
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From our US rapid on September CPI. Rise in core is all about shelter - which we know is about to fall... capitaleconomics.com/publica…
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Full report here: capitaleconomics.com/key-iss…
Bloomberg Economics
@economics26 Sep 2023
Artificial intelligence will boost economic growth in the US and other advanced countries more than in China and emerging nations trib.al/aNBBLYc
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Yep. Best estimate is that half the effects of tightening have yet to be felt.
BSurveillance
@bsurveillance15 Sep 2023
Neil Shearing of Capital Economics says we have yet to see the full effects of the previous tightening from central banks trib.al/ynff776
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Pleasure as always to chat to @mattmiller1973, @GinaMartinAdams and @dsassower. Tl;dr: China matters but not for the reasons you think, and don't expect fireworks from Powell tomorrow. (Cue fireworks.)
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"Jackson Hole, if you're a bond investor, is kind of the main event this week." - Neil Shearing, Group Chief Economist at Capital Economics bloomberg.com/news/articles/…

Bloomberg Surveillance

Neil Shearing, Group Chief Economist at Capital Economics joins Bloomberg Surveillance

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Mike Bird
@Birdyword8 Jul 2023
The greedflation thesis “muddles inflation’s symptoms with its cause”, according to Neil Shearing of Capital Economics. Wages have tended to play catch-up with prices, not vice versa. economist.com/finance-and-ec…

Economists draw swords over how to fix inflation

A dispatch from the intellectual battlefield

economist.com
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📢Annoucning our annual Spotlight project... This year we'll be tackling AI and the economic and market implications. I know, I know - not another report on AI. But what's missing on the macro front is a comprehensive framework to pull everything together.
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more replies
My note from this week sets out the key issues: capitaleconomics.com/blog/ho…
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Finally: we've been asking clients for their views on AI. Results so far: - Large majority think AI will be a genuinely transformative technology. - 50/50 split as to whether it’s a US-only story. - Large majority think a bubble is forming around AI Will continue to update...
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The debate around "Greedflation" muddles the distributional consequences of inflation with its underlying causes. Profit margins haven't expanded - but firms have been able to pass on higher costs. Which reflects the relative strength of demand. More here: capitaleconomics.com/blog/gr…
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Key chart from our latest round of chart packs:
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China's demographic problem in one chart
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This cycle - if you can call it that - has been unusual in a number of respects but one is that EM central banks have led the way in tightening and loosening. That's upturned the truism that EMs follow the Fed. Will publish something later...
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Here's that piece - including what I think is one of the charts of this tightening cycle. capitaleconomics.com/blog/wh…
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