Group Chief Economist, Capital Economics
Joined May 2012
- Tweets 56
- Following 196
- Followers 269
- Likes 13
16 Photos and videos
Neil Shearing retweeted
25 Nov 2025
“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
15 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…
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Neil Shearing retweeted
3 Jul 2024
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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28 Nov 2023
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…
28 Nov 2023
The US retains the economic advantage in its rivalry with China on.ft.com/3uD235e
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22 Nov 2023
Yup
22 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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12 Oct 2023
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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27 Sep 2023
Full report here:
capitaleconomics.com/key-iss…
26 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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15 Sep 2023
Yep. Best estimate is that half the effects of tightening have yet to be felt.
15 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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24 Aug 2023
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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Neil Shearing retweeted
24 Aug 2023
"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/…
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12 Jul 2023
Yup
8 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…
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12 Jul 2023
📢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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12 Jul 2023
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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4 Jul 2023
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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26 Jun 2023
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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26 Jun 2023
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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