معلومات عن هذا البودكاست 🔗
Haver Analytics is the premier provider of global economic and financial data, delivering timely and accurate time series data to a wide range of clients, including central banks, government agencies, financial institutions, and academic institutions. Founded in 1969, Haver is a privately held company headquartered in New York City with offices around the world.
Haver Analytics also offers a variety of other products and services, including:
• Data visualization and analysis tools
• Data integration and management services
• Custom data solutions
• Training and consulting services
Get in touch: sales@haver.com
Visit our website: www.haverproducts.com
Haver Analytics also offers a variety of other products and services, including:
• Data visualization and analysis tools
• Data integration and management services
• Custom data solutions
• Training and consulting services
Get in touch: sales@haver.com
Visit our website: www.haverproducts.com
المضيفون:
تردد التحديث:
weekly
متوسط طول الصوت:
9 minutes
الإنجليزية
الولايات المتحدة
167 حلقة
منذ 10 فبراير، 2023
episodic
أحدث حلقة 🔗
Markets spent the past week doubting the proposition that has carried them all year. Technology stocks fell, bonds caught a defensive bid — none of it about the macro data, which if anything improved. In our charts this week:
→ Blue Chip: growth up almost everywhere, inflation down
→ US trend …
البحث في الحلقات الماضية
البحث في الحلقات السابقة من Macro Pulse.
الحلقات السابقة 🔗
US equities pushed to fresh highs again this week, the dollar is firmer than it was a month ago and gold sits some way below its late-August peak. Capital is being pulled towards American investment rather than away from risk. In our charts this week:
→ US hiring has slowed, but so has the bar it …
Bond markets are pricing a tightening cycle. Equity markets are arguably pricing a productivity boom. Both can't be right for long.
This week's Charts of the Week looks at why the current combination is so unusual — and what would end it.
→ Policy rates expected higher in every major economy
→ A…
The world economy has absorbed six months of disrupted energy supply with far less damage than it could have. The reasons why are arguably narrower than they look.
In our charts this week:
Delivery times lengthening, freight rates climbing
Growth upgrades went almost entirely to the chip exp…
Energy and the cost of money set the tone this week. Crude held above $100, the ten-year Treasury yield pushed through 5 per cent, and the Federal Reserve raised rates for the first time since 2023. But the tightening is not coming from corporate borrowing, and the week's data from Britain, China a…
The global economy is tilting back towards reflation: growth is firming while inflation proves stubborn, just as a cluster of central banks prepare to meet.
This week in six charts:
→ Global growth surprises have lately been positive and inflation surprises negative — a supportive mix for equitie…
Central banks set the tone this week. After Warsh's first Jackson Hole address, and with the ECB expected to move again, the monetary tide is turning towards tightening — even as growth slows. The week in six charts:
→ Forecasters expect higher rates in most major economies
→ Shipping and supply-…
The real economy has refused to buckle. Through a year of tariffs, conflict and tighter money, global growth has held up — and firmer growth has sat naturally alongside higher yields. Indeed, what stands out is why those yields are climbing: almost entirely the real rate and behind it the deeper qu…
In this week’s podcast, Andy talks with Sharmila Whelan from Westbourne Research.
Long-term interest rates are back near two-decade highs. The short end has eased as soft US data pare back Fed tightening bets, but the long end keeps climbing on deeper, structural forces. Many of this week’s charts…
In this episode, Andy Cates is joined by Daniel Jerrett, PhD — founder of SmartMacro Labs and Haver's official training partner — to get past the noise around AI and ask what the technology actually changes for economists and investment teams. They discuss why most teams are stuck in a prompt loop …
إخلاء المسؤولية: البودكاست والأعمال الفنية المضمنة في هذه الصفحة مأخوذة من Haver Analytics، وهي مملوكة لمالكها وليست تابعة لشركة Listen Notes, Inc أو معتمدة منها.
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