Macro Pulse

Sentiment Up, Forecasts Down


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Financial market sentiment has improved notably in recent days, buoyed by an unexpected pause in the US-China tariff war and the May 12 announcement of significantly reduced bilateral tariff rates. This détente has eased investor fears of a deepening global trade shock and sparked a rebound in risk appetite. Our charts this week focus on:

  • US shipping activity
  • The Blue Chip Growth Consensus
  • The Blue Chip Inflation Consensus
  • Global imbalances
  • US bank lending standards
  • Oil prices and inflation expectations
  • ...more
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    Macro PulseBy Haver Analytics