<p>Global financial markets head into late summer buoyed by resilient risk appetite, underpinned by hopes that AI will boost productivity and growth alongside expectations for further central bank policy easing. Yet this optimism has not been fully mirrored in the macro outlook. In our charts this week we focus on:</p>
<ul>
<li>Markets and data surprises</li>
<li>The US investment consensus</li>
<li>The global growth consensus</li>
<li>US inflation drivers</li>
<li>The UK labour market</li>
<li>Energy prices and monetary policy </li>
</ul>

Global financial markets head into late summer buoyed by resilient risk appetite, underpinned by hopes that AI will boost productivity and growth alongside expectations for further central bank policy easing. Yet this optimism has not been fully mirrored in the macro outlook. In our charts this week we focus on: Markets and data surprises The US investment consensus The global growth consensus US inflation drivers The UK labour market Energy prices and monetary policy

<p>Global financial markets head into late summer buoyed by resilient risk appetite, underpinned by hopes that AI will boost productivity and growth alongside expectations for further central bank policy easing. Yet this optimism has not been fully mirrored in the macro outlook. In our charts this week we focus on:</p>
<ul>
<li>Markets and data surprises</li>
<li>The US investment consensus</li>
<li>The global growth consensus</li>
<li>US inflation drivers</li>
<li>The UK labour market</li>
<li>Energy prices and monetary policy&nbsp;</li>
</ul>

What gives?

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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What gives?

What gives?