このエピソードについて
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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このポッドキャストの他のエピソード
In this week’s podcast, Andy talks with Sharmila Whelan from Westbourne Research.
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