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Capital Economics

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uuid00042gv

Namestring
Capital Economics
Legal namestring
Capital Economics Ltd
Company typeenum
Private
Founded yearint
1999
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
51–100
akta.pro rankint
HeadquartersLondon, United Kingdom
HQ citystring
London
HQ countrystring
United Kingdom
HQ regionstring
Europe
Markets served

Serves global market

Offices3 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
macroeconomic research, economic forecasts, market intelligence subscriptions, economic consultancy services, proprietary economic indicators
Industry2 codes
1Alternative Data & Data Science Analytics
CodeFSACAGAIPrimaryYes
2Corporate Finance & Capital Advisory
CodeBPAHADABPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Securities, Commodity Contracts, and Other Financial Investments and Related Activities523
SIC code1 code
  • Investment Advice6282
Product category
Economic Research and Market Intelligence
Social media profiles2 records
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model2 records
1Subscription Products
TypeSubscription Recurring
Description

Three-tier subscription model providing access to macroeconomic analysis, data, forecasts, and economist interaction. Tiers include Gateway (focused access), Essential (analysis & data with interactive tools), and Advance (comprehensive intelligence with premium economist access). Revenue is generated through recurring annual or multi-year subscription fees based on tier level.

capitaleconomics.com
2Consultancy Services
TypeProfessional Services
Description

Customized macroeconomic and market insight for specific client challenges. Delivers tailored research including economic impact assessments, policy appraisal, due diligence for market entry, strategic forecasting, and thought leadership reports. Revenue generated through project-based consulting engagements.

capitaleconomics.com
Marketing channels7 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels6 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Pricing details3 tiers
1Gateway - Focused Access subscription tier for organizations with defined investment areas seeking expert perspective without broader market noise
ModelSubscriptionBilling cadenceAnnual
Notes

Entry-level subscription tier designed for focused access to specific market insights

capitaleconomics.com
2Essential - Access to Analysis & Data for decision-makers requiring global coverage with interactive data tools and forecasts
ModelSubscriptionBilling cadenceAnnual
Notes

Mid-tier subscription with comprehensive global coverage and interactive forecasting tools

capitaleconomics.com
3Advance - Our Most Comprehensive Plan for organizations needing comprehensive economic intelligence with premium economist access
ModelSubscriptionBilling cadenceAnnual
Notes

Premium subscription tier with full access to all analysis, data, forecasts, and direct economist interaction for critical decision-making

capitaleconomics.com
GTM typeB2B
B2B
Offering typeServices
Services
Brand1 of 4 records shown
1CE Gateway
Description

Subscription tier providing focused access ideal for organizations with defined investment areas.

capitaleconomics.com
+3 more records
Core offering1 text field

Capital Economics is an independent macroeconomic research firm that sells subscription-based economic analysis, forecasts, proprietary indicators, and data products covering 100+ economies, alongside bespoke consultancy engagements. Its outputs include written analysis, interactive dashboards, API and Excel-delivered data, and tailored macroeconomic insight for institutional investors, corporates, and policymakers.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 7 values shown
  • Most first place awards for overall forecasting accuracy in FocusEconomics 2025 Analyst Accuracy Awards - more than any other provider
+6 more records
Product overview1 text field

Capital Economics is a macroeconomic research firm offering subscription-based intelligence products organized into three tiers: Gateway (focused analysis access), Essential (analysis with data tools and forecasts), and Advance (comprehensive coverage with premium economist access). The core platform provides macro and financial forecasts for 100+ economies, real estate market forecasts, and climate transition analytics. Additional delivery mechanisms include API Connect for programmatic access, Excel Add-In for spreadsheet integration, Custom Charting dashboards, and various content formats including Rapid Responses, Chart Packs, Weekly Roundups, and Quarterly Outlooks. The consultancy arm offers custom macro scenarios, stress testing, market entry due diligence, and economic impact assessments. The firm operates through channel partnerships with Bloomberg Terminal and FactSet.

Product and service12 records
1Gateway Subscription
CategorySubscription - Research & Data
Description

Focused Access subscription tier ideal for organizations with defined investment areas seeking expert perspective without broader market noise. Provides access to Capital Economics' macroeconomic analysis and forecasts at an entry level on an annual subscription basis.

2Essential Subscription
CategorySubscription - Research & Data
Description

Mid-tier subscription providing access to analysis and data for decision-makers requiring global coverage with interactive data tools and forecasts to validate strategic thinking. Delivered annually via the Capital Economics platform.

3Advance Subscription
CategorySubscription - Research & Data
Description

Most comprehensive subscription plan built for organizations needing comprehensive economic intelligence, with premium economist access for critical decision-making. Includes full analysis, data, forecasts, and direct economist engagement.

4CE Consultancy
CategoryConsultancy Services
Description

Customized macroeconomic and market insight delivered via project-based engagements, covering economic impact assessments, policy appraisal, due diligence for market entry, strategic forecasting, business planning, and thought leadership reports for enterprise and government clients.

5API Connect
CategoryAPI / Technology
Description

API-driven delivery of proprietary forecasts, indicators, and historical data for backtesting, model calibration, and integration into internal systems and LLMs, with Python SDK and sample code published on GitHub.

6Excel Add-In
CategoryData Product / Integration
Description

Microsoft Excel Add-In distributed via Microsoft AppSource providing real-time access to macroeconomic data, forecasts, and indicators within Excel for analysis, forecasting, and decision-making.

7Macro and Financial Forecasts
CategoryData Product
Description

Award-winning projections for 100+ economies and markets covering GDP, inflation, interest rates, FX, and 25 key commodities, available as a data product with historical series and forecasts.

8Real Estate Market Forecasts
CategoryData Product
Description

Detailed commercial and residential real estate outlooks with proprietary valuation metrics covering US, European, UK, and APAC markets.

9Climate Transition Analytics
CategoryData Product
Description

Emissions and energy market forecasts to 2050 plus scenario modelling and green transition scores designed to support climate strategy and transition planning.

10Custom Charting and Dashboards
CategoryData Product
Description

Bespoke chart packs and interactive dashboards tailored to client business needs, highlighting critical macroeconomic data series and forecasts.

11Custom Macro Scenarios and Stress Testing
CategoryConsultancy Service
Description

Developing economic forecasts and scenarios tailored to portfolios or markets for stress testing financial portfolios and building resilient business plans, delivered as a consultancy engagement.

12Due Diligence for Market Entry and Investment Strategy
CategoryConsultancy Service
Description

In-depth economic and political risk analysis for specific target countries, cities, or sectors to support due diligence and investment decisions, delivered as a consultancy engagement.

Scale indicator6 records

Each record includes

Type, Value, Description, Source

Partnership2 partners
Strategic tierCoreTypeTechnology or Integration
Description

Strategic platform partnership with Bloomberg Terminal, revolutionizing financial markets by bringing transparency through fast access to news, data, unique insight and trading tools. Capital Economics macroeconomic intelligence is integrated into the Bloomberg Terminal for seamless client access.

Strategic tierCoreTypeTechnology or Integration
Description

FactSet integration enables seamless delivery of Capital Economics intelligence through their cutting-edge digital platform, integrating proprietary financial data, client datasets, third-party sources, and flexible technology for tailored solutions across buy-side, sell-side, wealth management, private equity, and corporate sectors.

Recent move1 record

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Independent global economic research and forecasting firm, owned by Moody's, offering macroeconomic outlooks, industry models, and consultancy to corporate and government clients — the closest direct competitor to Capital Economics' subscription and bespoke research model.

TypeDirect peer
Description

EIU provides country-level macroeconomic forecasts, industry analysis and risk briefings via subscription and bespoke research, serving corporate strategy, government and financial institutions — overlapping closely with Capital Economics' coverage of 100+ economies and consultancy practice.

TypeDirect peer
Description

Specialist provider of consensus and individual forecaster surveys for macroeconomic indicators across 100+ countries, used by central banks, asset managers and corporates — comparable as a data/forecasts subscription product and a frequently cited benchmark in the same accuracy awards (FocusEconomics) that recognise Capital Economics.

TypeEmerging player
Description

In-house macroeconomic research and forecasting team distributed via the Bloomberg Terminal — directly comparable content offering, reaching the same buy-side and sell-side audience, with distribution leverage from the largest financial-data platform (also a Capital Economics channel partner).

TypeDirect peer
Description

Subscription research and consultancy focused on commodities, energy and the energy transition, sold to corporates and investors. Comparable as a higher-priced institutional research/consultancy subscription model and a direct competitor in CE's Climate Transition Analytics and Energy & Commodities segments.

TypeDirect peer
Description

Independent global investment research firm providing macroeconomic, asset-allocation and geopolitical analysis on a subscription basis to institutional investors — closely comparable business model, target customer (portfolio managers, CIOs) and content style.

TypeBroad incumbent
Description

Large-scale provider of economic forecasts, credit research, and risk-modelling software to financial institutions and corporates. Comparable as a broader portfolio player offering macroeconomic and sectoral analytics that overlap with Capital Economics' data and consultancy offerings.

TypeBroad incumbent
Description

Provides macroeconomic indicators, industry research, and data feeds alongside its broader ratings and indices business — overlapping with Capital Economics' enterprise data and forecasting products, particularly for corporates and asset owners.

TypeEmerging player
Description

Aggregator of macroeconomic forecasts from hundreds of analysts plus its own analyst rankings — adjacent rather than directly competing, but the publisher of the Accuracy Awards where Capital Economics has repeatedly led, and a reference point for the same institutional buyers.

TypeEmerging player
Description

Independent macro research service providing non-consensus, data-driven analysis to institutional investors via subscription — comparable as a smaller, digitally-distributed challenger targeting the same hedge-fund and asset-manager segment with a similarly contrarian positioning.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers18 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment13 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
Yes

Docs URL, Description

Integration3 records

Each record includes

Title, Type, Description, Source

AI maturity
App detail

Has app

Feature6 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles13 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries2 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

Compliance3 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds2 records

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors3 records

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Capital Economics

Economic Research and Market Intelligencecapitaleconomics.com

Capital Economics firmographics

Firmographics
Name
Capital Economics
Legal name
Capital Economics Ltd
Website
https://capitaleconomics.com
Company type
Private
Founded year
1999
Operating status
Operating
Headcount range
51–100 employees
Ownership category
akta.pro rank

Capital Economics industry classification

Industry
Product category
Economic Research and Market Intelligence
NAICS
Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
SIC
Investment Advice (6282)
akta.pro primary industry
Alternative Data & Data Science Analytics (FSACAGAI)
akta.pro secondary industry
Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

  • Macroeconomic research
  • Economic forecasts
  • Market intelligence subscriptions
  • Economic consultancy services
  • Proprietary economic indicators

Where Capital Economics is headquartered

Location

Headquarters

HQ city
London
HQ country
United Kingdom
HQ region
Europe

Offices3 records

Markets served

Capital Economics business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

  1. Subscription Products: Three-tier subscription model providing access to macroeconomic analysis, data, forecasts, and economist interaction. Tiers include Gateway (focused access), Essential (analysis & data with interactive tools), and Advance (comprehensive intelligence with premium economist access). Revenue is generated through recurring annual or multi-year subscription fees based on tier level.
  2. Consultancy Services: Customized macroeconomic and market insight for specific client challenges. Delivers tailored research including economic impact assessments, policy appraisal, due diligence for market entry, strategic forecasting, and thought leadership reports. Revenue generated through project-based consulting engagements.

Pricing tiers

ModelBillingPrice
SubscriptionAnnualGateway - Focused Access subscription tier for organizations with defined investment areas seeking expert perspective without broader market noise
SubscriptionAnnualEssential - Access to Analysis & Data for decision-makers requiring global coverage with interactive data tools and forecasts
SubscriptionAnnualAdvance - Our Most Comprehensive Plan for organizations needing comprehensive economic intelligence with premium economist access

Go-to-market motion1 record

Distribution channels6 records

Marketing channels7 records

Capital Economics product offering

Product offering

Core offering

Capital Economics is an independent macroeconomic research firm that sells subscription-based economic analysis, forecasts, proprietary indicators, and data products covering 100+ economies, alongside bespoke consultancy engagements. Its outputs include written analysis, interactive dashboards, API and Excel-delivered data, and tailored macroeconomic insight for institutional investors, corporates, and policymakers.

Product overview

Capital Economics is a macroeconomic research firm offering subscription-based intelligence products organized into three tiers: Gateway (focused analysis access), Essential (analysis with data tools and forecasts), and Advance (comprehensive coverage with premium economist access). The core platform provides macro and financial forecasts for 100+ economies, real estate market forecasts, and climate transition analytics. Additional delivery mechanisms include API Connect for programmatic access, Excel Add-In for spreadsheet integration, Custom Charting dashboards, and various content formats including Rapid Responses, Chart Packs, Weekly Roundups, and Quarterly Outlooks. The consultancy arm offers custom macro scenarios, stress testing, market entry due diligence, and economic impact assessments. The firm operates through channel partnerships with Bloomberg Terminal and FactSet.

Differentiator

Problem solved

Functional benefit

Brands

  • CE Gateway: Subscription tier providing focused access ideal for organizations with defined investment areas.
  • CE Essential
  • CE Advance
  • CE Consultancy

Products and services

  • Gateway Subscription Focused Access subscription tier ideal for organizations with defined investment areas seeking expert perspective without broader market noise. Provides access to Capital Economics' macroeconomic analysis and forecasts at an entry level on an annual subscription basis.
  • Essential Subscription Mid-tier subscription providing access to analysis and data for decision-makers requiring global coverage with interactive data tools and forecasts to validate strategic thinking. Delivered annually via the Capital Economics platform.
  • Advance Subscription Most comprehensive subscription plan built for organizations needing comprehensive economic intelligence, with premium economist access for critical decision-making. Includes full analysis, data, forecasts, and direct economist engagement.
  • CE Consultancy Customized macroeconomic and market insight delivered via project-based engagements, covering economic impact assessments, policy appraisal, due diligence for market entry, strategic forecasting, business planning, and thought leadership reports for enterprise and government clients.
  • API Connect API-driven delivery of proprietary forecasts, indicators, and historical data for backtesting, model calibration, and integration into internal systems and LLMs, with Python SDK and sample code published on GitHub.
  • Excel Add-In Microsoft Excel Add-In distributed via Microsoft AppSource providing real-time access to macroeconomic data, forecasts, and indicators within Excel for analysis, forecasting, and decision-making.
  • Macro and Financial Forecasts Award-winning projections for 100+ economies and markets covering GDP, inflation, interest rates, FX, and 25 key commodities, available as a data product with historical series and forecasts.
  • Real Estate Market Forecasts Detailed commercial and residential real estate outlooks with proprietary valuation metrics covering US, European, UK, and APAC markets.
  • Climate Transition Analytics Emissions and energy market forecasts to 2050 plus scenario modelling and green transition scores designed to support climate strategy and transition planning.
  • Custom Charting and Dashboards Bespoke chart packs and interactive dashboards tailored to client business needs, highlighting critical macroeconomic data series and forecasts.
  • Custom Macro Scenarios and Stress Testing Developing economic forecasts and scenarios tailored to portfolios or markets for stress testing financial portfolios and building resilient business plans, delivered as a consultancy engagement.
  • Due Diligence for Market Entry and Investment Strategy In-depth economic and political risk analysis for specific target countries, cities, or sectors to support due diligence and investment decisions, delivered as a consultancy engagement.

Quantifiable outcome

  • Most first place awards for overall forecasting accuracy in FocusEconomics 2025 Analyst Accuracy Awards - more than any other provider
  • +6 more outcomes

Companies that use Capital Economics

Customer profile

Named customers18 records

Segments13 records

Ideal customer profiles3 records

Capital Economics technology and API

Technology

Technology focussed No

API detail

Has API
Yes
API docs
API detail

Core technology

AI maturity

App detail

Integration3 records

Feature6 records

Capital Economics partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core.

  • BloombergcoreTechnology or IntegrationStrategic platform partnership with Bloomberg Terminal, revolutionizing financial markets by bringing transparency through fast access to news, data, unique insight and trading tools. Capital Economics macroeconomic intelligence is integrated into the Bloomberg Terminal for seamless client access.
  • FactSetcoreTechnology or IntegrationFactSet integration enables seamless delivery of Capital Economics intelligence through their cutting-edge digital platform, integrating proprietary financial data, client datasets, third-party sources, and flexible technology for tailored solutions across buy-side, sell-side, wealth management, private equity, and corporate sectors.

Scale indicators6 records

Recent moves1 record

Expansion highlights6 records

Capital Economics competitors and assessment

Company assessment

Direct peers

  • Oxford Economics: Independent global economic research and forecasting firm, owned by Moody's, offering macroeconomic outlooks, industry models, and consultancy to corporate and government clients — the closest direct competitor to Capital Economics' subscription and bespoke research model.
  • The Economist Intelligence Unit (EIU): EIU provides country-level macroeconomic forecasts, industry analysis and risk briefings via subscription and bespoke research, serving corporate strategy, government and financial institutions — overlapping closely with Capital Economics' coverage of 100+ economies and consultancy practice.
  • Consensus Economics: Specialist provider of consensus and individual forecaster surveys for macroeconomic indicators across 100+ countries, used by central banks, asset managers and corporates — comparable as a data/forecasts subscription product and a frequently cited benchmark in the same accuracy awards (FocusEconomics) that recognise Capital Economics.
  • Wood Mackenzie: Subscription research and consultancy focused on commodities, energy and the energy transition, sold to corporates and investors. Comparable as a higher-priced institutional research/consultancy subscription model and a direct competitor in CE's Climate Transition Analytics and Energy & Commodities segments.
  • BCA Research: Independent global investment research firm providing macroeconomic, asset-allocation and geopolitical analysis on a subscription basis to institutional investors — closely comparable business model, target customer (portfolio managers, CIOs) and content style.

Emerging players

  • Bloomberg Economics: In-house macroeconomic research and forecasting team distributed via the Bloomberg Terminal — directly comparable content offering, reaching the same buy-side and sell-side audience, with distribution leverage from the largest financial-data platform (also a Capital Economics channel partner).
  • FocusEconomics: Aggregator of macroeconomic forecasts from hundreds of analysts plus its own analyst rankings — adjacent rather than directly competing, but the publisher of the Accuracy Awards where Capital Economics has repeatedly led, and a reference point for the same institutional buyers.
  • Variant Perception: Independent macro research service providing non-consensus, data-driven analysis to institutional investors via subscription — comparable as a smaller, digitally-distributed challenger targeting the same hedge-fund and asset-manager segment with a similarly contrarian positioning.

Broad incumbents

  • Moody's Analytics: Large-scale provider of economic forecasts, credit research, and risk-modelling software to financial institutions and corporates. Comparable as a broader portfolio player offering macroeconomic and sectoral analytics that overlap with Capital Economics' data and consultancy offerings.
  • S&P Global Market Intelligence: Provides macroeconomic indicators, industry research, and data feeds alongside its broader ratings and indices business — overlapping with Capital Economics' enterprise data and forecasting products, particularly for corporates and asset owners.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Capital Economics social profiles

Digital presence

Capital Economics compliance and trust

Trust signal

Compliance3 records

Capital Economics financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Capital Economics leadership team

Management profile

Number of profiles

Profiles13 records

Capital Economics subsidiaries and ownership

Company hierarchy

Subsidiaries2 records

Capital Economics funding detail

Funding detail

Funding overview

Funding rounds2 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Capital Economics M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Capital Economics

What does Capital Economics do?

Capital Economics is an independent macroeconomic research firm that sells subscription-based economic analysis, forecasts, proprietary indicators, and data products covering 100+ economies, alongside bespoke consultancy engagements. Its outputs include written analysis, interactive dashboards, API and Excel-delivered data, and tailored macroeconomic insight for institutional investors, corporates, and policymakers.

Is Capital Economics a public or private company?

Capital Economics is a private company. It is classified as private equity controlled and is currently operating.

When was Capital Economics founded?

Capital Economics was founded in 1999. It employs 51 to 100 people.

Where is Capital Economics based?

Capital Economics is headquartered in London, United Kingdom, in the Europe region.

How does Capital Economics make money?

Two revenue lines are on record. Subscription Products are the primary driver. The others are consultancy Services.

Who are Capital Economics's main competitors?

Direct peers on record are Oxford Economics, The Economist Intelligence Unit (EIU), Consensus Economics, Wood Mackenzie and BCA Research. Emerging players are Bloomberg Economics, FocusEconomics and Variant Perception. Broad incumbents are Moody's Analytics and S&P Global Market Intelligence.

Does Capital Economics have an API?

Yes. API Connect enables seamless delivery of proprietary forecasts, indicators, and historical data for backtesting, model calibration, and use in large language models (LLMs). The API provides access to macroeconomic data, forecasts across 100+ economies, and proprietary indicators. Developer documentation is at github.com/Capital-Economics-IT/ce_api_examples.

What industry is Capital Economics in?

Capital Economics's product category is Economic Research and Market Intelligence. Its primary akta.pro industry code is FSACAGAI, Alternative Data & Data Science Analytics, with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
YahooIf a Stock Market Crash Is Coming, Warren Buffett Says Investors Should Make This Important MoveWarren Buffett advises investors to prepare for a potential stock market crash, citing his long-term value strategy. The CAPE ratio stands at 41.3, far above its 17.4 average, and Capital Economics expects the AI bubble to burst in 2027.EXPANSIONLos cuatro mercados con más riesgo si afloran las caídasCapital Economics warns that three key market factors—AI rally, oil prices, and debt interest—are near inflection points, with the AI rally posing the greatest risk. It identifies the US, South Korea, Taiwan, and Japan as the four markets most vulnerable to a correction, while Europe is expected to be relatively spared.BusinessWorld OnlineBSP to tighten further with inflation staying above target this yearThe Bangko Sentral ng Pilipinas may tighten further despite weak growth, as inflation stays above its 3% target and the peso hit record lows. Capital Economics expects another rate hike, with headline inflation averaging 5.6% this year. The central bank hints at a fourth hike at its October meeting.Investing.comFinancial News - Investing.com IndiaCapital Economics says a U.S. fiscal crisis would likely unfold as a vicious cycle of rising Treasury yields, higher borrowing costs, weaker growth, and growing debt. The firm notes that if Congress fails to adjust, the Fed may face fiscal dominance, forcing large-scale Treasury purchases and above-target inflation. It warns that interest costs above 30% of revenue would be concerning.Investing.comFinancial News | Stock Market and Forex NewsCapital Economics said a U.S. fiscal crisis would likely unfold as a vicious cycle of rising Treasury yields, higher borrowing costs, weaker growth, and growing debt. The firm notes the debt-to-GDP ratio is on a steady upward trend and that a rise in interest costs above 30% of revenue would be concerning. It suggests Congress should commit to gradual fiscal adjustment, but political hurdles make this unlikely.Investing.comFinancial News - Investing.com IndiaCapital Economics expects the ECB to raise its deposit rate to 2.75% in December, then cut rates by 2028. The firm sees little need for further tightening, projecting euro zone headline inflation to fall to 2% by 2028. It also forecasts GDP growth of 1.0% in 2026, 1.1% in 2027, and 1.0% in 2028.Investing.comFinancial News | Stock Market and Forex NewsCapital Economics expects the ECB to raise its deposit rate to 2.75% in December, with rate cuts returning in 2027 and the rate falling to 2% in 2028. The firm sees little need for further tightening, citing a non-tight labor market and negligible second-round inflation effects. It also warns that prolonged energy supply disruptions could keep rates elevated longer.Khaleej TimesDubai well placed to bounce back, maintain financial hub status, says reportCapital Economics says Dubai is well placed to bounce back from the Iran war, with its financial hub status intact. The report cites strong fixed income issuance, tourism recovery, and Dh2.5 billion in economic incentives. Dubai's economy grew from $17 billion in 2000 to $260 billion last year.NaturalNewsBlogsEconomists Warn AI Bubble Shows Late-Stage Signs – NaturalNews.comCapital Economics warned the Western economy is in a late-stage AI bubble, citing eight market indicators near critical levels. The analysis follows a Federal Reserve rate hike, which may curb spending but could leave AI investments unchecked. Whether the Fed's move alters the trajectory remains uncertain.FuturismEconomists Concerned the AI Bubble Is About to BlowEconomists at Capital Economics say the Western economy is in a late-stage AI bubble, with market indicators near past peaks. The Fed is expected to raise interest rates, but UBS expects it to lower long-term inflation projections simultaneously. Rate hikes may cool consumer spending but not runaway AI investments.