<p>Global growth continues to hold up well, but this week's data flag a few fresh risks on the inflation and geopolitical front. In our charts this week:</p>
<ul>
<li>Global equity markets remain resilient</li>
<li>Global PMIs point to a solid expansion</li>
<li>US growth, not inflation, is keeping bond yields elevated</li>
<li>Supply chains eased in June, but this week’s Middle East flare-up threatens that</li>
<li>Extreme heat across Europe is a fresh supply-side risk</li>
<li>AI investment’s highs in 2025</li>
</ul>

Global growth continues to hold up well, but this week's data flag a few fresh risks on the inflation and geopolitical front. In our charts this week: Global equity markets remain resilient Global PMIs point to a solid expansion US growth, not inflation, is keeping bond yields elevated Supply chains eased in June, but this week’s Middle East flare-up threatens that Extreme heat across Europe is a fresh supply-side risk AI investment’s highs in 2025

Growth Holds Firm

Haver Analytics is the premier provider of global economic and financial data, delivering timely and accurate time series data to a wide range of clients, including central banks, government agencies, financial institutions, and academic institutions. Founded in 1969, Haver is a privately held company headquartered in New York City with offices around the world.

Haver Analytics also offers a variety of other products and services, including:

• Data visualization and analysis tools
• Data integration and management services
• Custom data solutions
• Training and consulting services

Get in touch: sales@haver.com
Visit our website: www.haverproducts.com

Business

Haver Analytics is the premier provider of global economic and financial data, delivering timely and accurate time series data to a wide range of clients, including central banks, government agencies, financial institutions, and academic institutions. Founded in 1969, Haver is a privately held company headquartered in New York City with offices around the world. Haver Analytics also offers a variety of other products and services, including: • Data visualization and analysis tools • Data integration and management services • Custom data solutions • Training and consulting services Get in touch: sales@haver.com Visit our website: www.haverproducts.com

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Growth Holds Firm

Growth Holds Firm