Capital Economics published a research note on May 29, 2025, analyzing the changes in effective tariff rates following a U.S. trade court ruling that halted Trump's tariffs under the IEEPA. The note provided insights on the current effective tariff rate compared to earlier figures, contributing factual clarity to the debate on trade policies and their broader economic impacts.

In a move that provided an independent economic perspective, Capital Economics raised its forecast for the S&P 500 to 7,000 by the end of 2026 just hours before President Trump’s tariff announcements targeting EU imports and Apple products. The firm cited easing trade tensions and improved market conditions as key drivers, offering a counter-narrative to the aggressive and authoritarian trade policy signals.

On April 9, 2025, a senior markets economist from Capital Economics appeared on CNBC to explain rising market volatility and the impact of President Trump’s reciprocal tariffs on U.S. Treasurys and European bonds. The commentary aimed to provide investors with nuanced insights into the economic fallout rather than endorsing any authoritarian policy.