이 팟캐스트 소개 🔗

업데이트 빈도:
weekly
평균 오디오 길이:
9 minutes
영어
미국
에피소드 167 개
2023년 2월 10일부터
episodic

최신 에피소드 🔗

The Narrow Boom

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 …

과거 에피소드 검색

Macro Pulse의 과거 에피소드를 검색하세요.

이전 에피소드

The Political Premium

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 …

A Benign Phase

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…

Narrow Shoulders

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…

The Price of Money

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 Reflationary Turn

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 …
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Haver Analytics에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.