Macro Pulse

Cracks Beneath The Shine


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Recent financial market gains have been underpinned by resilient global data, AI-fuelled optimism, and hopes that most central banks will continue to loosen monetary policy. Yet beneath the surface, a more complicated picture may be emerging. In our chart this week we home in on:

  • US housing indicators
  • China's economy
  • UK inflation
  • Oil and inflation expectations
  • Clean energy
  • Renewables versus non-renewables
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    ...more
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    Macro PulseBy Haver Analytics