Macro Pulse

Fading supply chain pressures, inventory imbalances and ebbing PPI inflation

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Financial market sentiment has continued to improve in recent days in part due to the removal of uncertainty surrounding the US debt ceiling. However, as some of our exhibits this week suggest, the world economy is not yet out of danger. Our charts specifically home in on the following factors:

  • Fading global supply chain pressures
  • Weaker inflation in the euro area
  • The slowdown in China’s trade
  • The fragility of investors’ growth expectations
  • US inventory imbalances
  • Asia’s transition to a Green economy

    • Read the full commentary and see the charts here: https://haverproducts.com/charts-of-the-week-2023/

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    Macro PulseBy Haver Analytics