Macro Pulse

Haver Analytics

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

  1. 10月30日

    Optimism with caveats

    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

    13分

  2. 10月23日

    Risks and Relief

    Financial markets have been pulled between opposing forces in recent days. Risk sentiment has been hit by concerns over US lenders, credit conditions, tariffs, the government shutdown, and a potential AI-driven valuation bubble (chart 1). Offsetting this, easing growth and inflation have strengthened expectations of further central bank rate cuts, lifting soft-landing hopes. In our charts this week we drill into:   US equity market valuations Non-US equity markets and data surprises Oil prices and monetary policy China's credit growth US wage pressures UK inflation

    13分

  3. 10月16日

    Momentum With Caveats

    Global financial markets are entering mid-October with a cautiously optimistic tone, supported by a mix of better macro data and easing geopolitical risk. In our charts this week we drill into:   The global growth consensus US investment in data centres Views on AI and productivity Geopolitical risks and oil prices China's trade patterns The UK labour market

    10分

  4. 10月9日

    Shutdowns and Shake-Ups

    Financial markets have been navigating a US government shutdown that has frozen key data releases and muddied the macro picture. In the meantime, political cross-currents in Europe and Asia have added to the noise. In our charts this week we drill into: The US labour market Global productivity trends Electricity prices Natural capital versus produced capital Japan's politics Vietnam's economy

    12分

  5. 10月2日

    Signals, Surprises and Shifts

    Global financial markets have remained resilient in recent days, supported by a combination of easing inflation concerns, steady growth data, and hopes that geopolitical risks may ease. At the same time, investors are watching the fallout from the US government shutdown, which is likely to suspend or delay the release of key economic indicators, including Friday’s nonfarm payrolls. In our charts this week we focus on: Policy rate expectations Growth and inflation surprises US business formation US productivity trends and AI Semiconductor trade Defence spending

    12分

  6. 9月25日

    Resilient Activity, Noisy Policy

    Global financial markets have remained steady over the past few days: equity volatility remains low, credit spreads remain contained and core yields have drifted rather than lurched, even as policy noise—especially around US trade—remains high. In our charts this week we focus on: Global growth momentum European bond markets South Korean trade Global labour market activity UK financial balances Equity markets and uncertainty

    10分

  7. 9月18日

    Faith in the Fed, Faith in Fiber

    Global equity markets have remained near record highs over the past few days following the Fed’s 25bp cut on Wednesday, and which investors have arguably seen as a key prop even without a full dovish pivot. Clearly AI optimism is also doing some heavy lifting. In our charts this week we drill into: Equity markets and consumer confidence Inflation expectations and oil prices Forecasts for US profitability The Fed and Asia's policy rates Global food prices UK inflation

    11分

  8. 9月11日

    Labouring the point

    Financial markets have spent the week recalibrating after last Friday’s much weaker-than-expected US payrolls data: government bond yields have declined sharply, while equity markets have remained perky off hopes of a gentler policy path and still-resilient earnings. Even so, the medium-term growth lens has arguably continue to dim. In our charts this week we focus on: The Blue Chip growth consensus US payroll revisions Healthcare employment China's trade with the US and Asia Private sector indebtedness Global supply chain pressures

    11分
すべて見る（126）

番組について

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

情報

  • クリエイター
    Haver Analytics
  • 配信期間
    23年 - 25年
  • エピソード
    126
  • 制限指定
    不適切な内容を含まない
  • Copyright
    © Copyright 2023 All rights reserved.
  • 番組のWebサイト
    Macro Pulse

その他のおすすめ