OM DENNE EPISODE
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
→ AI hiring spreading well beyond the US
→ Output accelerating, core inflation still falling
→ The global capex cycle has turned
→ Pay growth has halved while unemployment barely moved
→ Power costs climbing where the data centres are
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USA
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ANDRE EPISODE I DENNE PODCAST
The Federal Reserve held rates again this week, but the more consequential story is the investment cycle now lifting the real cost of capital — and whether all that spending will pay off. This week's charts trace it from the Fed to the physical constraints that will decide the outcome:
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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…
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Haver Analytics, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
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