GIỚI THIỆU VỀ TẬP NÀY
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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CÁC TẬP KHÁC TRONG PODCAST NÀY
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Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Haver Analytics, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.
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