Capital Economics
An independent macroeconomic research consultancy providing forecasts and analysis on economies, markets, property and commodities to institutional clients.
At a glance
- Entity level
- Organisation
- Type
- Company (private)
- Flagship output
- World 2026: key drivers, key risks (latest: World 2026, December 2025)
- Category
- Macro-economic forecasting
- Tier
- Tier 1: Major independent macro research house; annual key-drivers and key-risks outlooks
- Headquarters
- London, United Kingdom
- Coverage
- Global macro, markets, property, commodities
- Public access
- Mixed
- Latest activity seen
- 17 Dec 2025
- Evidence
- Verified
How it produces intelligence
Large in-house economist team producing proprietary country, market and commodity forecasts and scenario analysis.
Risk themes
Focus regions
Links
What it publishes
| Output | Type | Cadence | Latest edition | Date | |
|---|---|---|---|---|---|
| World 2026: key drivers, key risks | Annual outlook | Annual | World 2026 | Dec 2025 | Read report |
| Weekly Briefing podcast | Podcast | Weekly | Special episode: World 2026 key drivers, key risks | Read report |
Latest findings
Recent public risk calls by Capital Economics, summarised in our own words. They are its views, not 311's. Follow each source for the original.
An AI bubble may inflate further before bursting; AI-exposed US equities expected to post strong gains with the rally lasting through 2026.
17 Dec 2025 · Horizon: 2026 · Source: World 2026 (Capital Economics key issues hub)The AI investment boom, US, China tensions and mounting fiscal risks are the three themes set to shape the global economy in 2026.
1 Dec 2025 · Horizon: 2026 · Source: World 2026 (Capital Economics key issues hub)Emerging-market growth slows to about 3.5% in 2026 to 27, the weakest non-crisis pace in three decades, with wide divergence between countries.
Dec 2025 · Horizon: 2026 to 2027 · Source: World 2026 (Capital Economics key issues hub)Expects UK inflation back at 2% and the Bank of England cutting to 3.00%, more than markets expect; oil faces persistent oversupply.
Dec 2025 · Horizon: 2026 · Source: World 2026 (Capital Economics key issues hub)
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Questions about Capital Economics
What is Capital Economics?
An independent macroeconomic research consultancy providing forecasts and analysis on economies, markets, property and commodities to institutional clients.
How does Capital Economics produce its intelligence?
Large in-house economist team producing proprietary country, market and commodity forecasts and scenario analysis.
Where is Capital Economics based?
Capital Economics is based in London, United Kingdom.
What does Capital Economics cover?
Its work covers macroeconomy, trade & supply chains, energy & commodities, technology & ai, financial stability, with a focus on Global.
Profile compiled by the 311 Strategic Intelligence Unit from public sources. Last checked 21 Oct 2026. Listing is not a ranking or an endorsement. Evidence source. Is this your organisation? Request a correction.