Commercial real estate’s link to smaller banks in the U.S. is vulnerable and has not gotten enough attention after recent strain in the banking system, according to Capital Economics. “Lending to ...

Analysts at Capital Economics highlighted this week that even after years of strong gains and record highs, the S&P 500 still has room to grow, with artificial intelligence, Federal Reserve policy, ...

Soaring equity markets typically invite whispers of an impending stock market crash, but according to Capital Economics, the latest streak of gains doesn't resemble bubbles of the past. In a Tuesday ...

Treasury yields tumbled on Aug. 1 following a dismal July jobs report. But since then, they have mostly held their ground, despite a non-stop barrage of potentially market-moving news. Economists at ...

As speculation grows over the potential return of Donald Trump as president, investors are contemplating the possible consequences for the stock market. What Happened: A research note by Capital ...

Neil Shearing, Group Chief Economist at Capital Economics, discusses his call for the S&P 500 to reach 7,000 by 2025. Got a confidential news tip? We want to hear from you. Sign up for free ...

We've reached peak globalization, says Capital Economics — "In fact, a period of de-globalisation is increasingly likely." The group's economists, in a note on Monday titled, "The world in 2050: where ...

Stubborn inflation could pose a threat to the stock market’s rally, but Capital Economics believes it won't be stubborn enough to overshadow AI benefits. James Reilly, senior markets economist, wrote ...