Macro Pulse

Optimism with caveats


Listen Later

Global equity markets are once again flirting with record highs, buoyed by renewed optimism that the global economy can achieve a soft landing—and by persistent enthusiasm over the potential productivity gains from AI-related investment. In our charts this week we focus on:

  • The Fed and interest rate expectations
  • The global business cycle
  • Consumer confidence in the US and Europe
  • Euro area credit conditions
  • UK manufacturing
  • Shipping costs and traded goods prices
  • ...more
    View all episodesView all episodes
    Download on the App Store

    Macro PulseBy Haver Analytics