TENTANG EPISODE INI
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
Inggris
Amerika Serikat
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CARI EPISODE TERDAHULU
Cari episode sebelumnya dari Macro Pulse.
EPISODE LAIN DALAM PODCAST INI
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Fed hold…
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Sanggahan: Podcast dan karya seni yang disematkan pada halaman ini berasal dari Haver Analytics, yang merupakan milik pemiliknya dan tidak berafiliasi atau didukung oleh Listen Notes, Inc.
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