Macro Pulse

Haver Analytics
Macro Pulse

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. 5 HR AGO

    Headwinds and Heatwaves

    Financial markets have remained generally buoyant in recent days, with global equity indices advancing on the back of relatively upbeat global growth data, benign European inflation readings and the prospect of further policy easing from major central banks. In our charts this week we focus on: The global policy rate consensus The dollar and data surprises Stagflation risks US port congestion Global warming Productivity losses from heat stress

    8 min
  2. Calmer on the surface, cracks beneath

    26 JUN

    Calmer on the surface, cracks beneath

    Financial markets have been on a geopolitical rollercoaster in recent days. The Iran–Israel flare-up briefly sent oil prices surging and risk assets tumbling, but tensions have since eased and market conditions have stabilised. That calm has refocused attention on underlying fundamentals—and the signals are mixed. In our charts this week we focus on: Global business cycle indicators South Korea's trade Consumer confidence in the US and Europe Disinflation progress in advanced economies Gold and Bitcoin prices Global electricity generation

    21 min

  3. 19 JUN

    Conflict, energy and constraints

    Financial markets have been jolted over the past week by a sharp escalation in geopolitical risk. The sudden intensification of hostilities between Israel and Iran—marked by missile strikes and retaliatory air operations—has reignited fears of a broader regional conflict with global consequences. In our charts this week we focus on: Geopolitical risk Oil prices and global growth Global shipping costs Global oil reserves Living standards and energy prices Natural capital

    6 min

  4. 12 JUN

    Rare earths, the supply side and energy

    Financial markets have experienced considerable gyrations in recent weeks, reflecting substantial shifts in investor expectations and heightened uncertainty, largely driven by ongoing US tariff policies. Against this backdrop, consensus growth forecasts have seen notable downward revisions across most major economies over the past 6 months. In our charts this week we home in on: The Blue Chip growth consensus The Blue Chip inflation consensus Supply chain pressures and PPI inflation US policy rate uncertainty The UK labour market Energy and growth

    12 min

  5. 5 JUN

    Fault Lines and Rate Cuts

    Recent weeks have seen a complex recalibration in global financial markets, as investors weigh the implications of renewed US tariff actions against accumulating signs of economic softness and growing confidence in the prospect of central bank easing. In our charts this week we home in on: The global policy rate consensus The US labour market and Fed easing expectations Oil prices and inflation surprises Services inflation in the euro area Global trade conditions China's domestic imbalances

    10 min

  6. 29 MAY

    The Yield Awakening

    Financial markets have entered a more unsettled phase, with long-term yields, until very recently, rising notably across the US, Europe, and Japan. While inflation persistence and increased government borrowing have played a role, the moves also reflect broader concerns about global policy credibility and capital market dynamics. In our charts this week we focus on: The US dollar and Treasuries Savings and investment imbalances Central banks' QE policies US productivity growth Productivity growth in other advanced economies Electricity prices

    8 min

  7. 22 MAY

    Uncertainty Lingers

    Despite escalating global economic uncertainty—driven in large part by US tariff policies—equity markets have, until recently, continued to surge, seemingly shrugging off risks that would typically provoke caution. This disconnect has grown more conspicuous in the wake of last week’s downgrade by Moody’s of the US sovereign debt outlook, which underscored mounting concerns over fiscal sustainability. In our charts this week we focus on: Markets and uncertainty Growth surprises and stocks Regional growth surprises US financial conditions Japan's portfolio flows Asia's energy demand

    5 min

  8. 15 MAY

    Sentiment Up, Forecasts Down

    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

    8 min
See All (113)

About

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

Information

  • Creator
    Haver Analytics
  • Years Active
    2023 - 2025
  • Episodes
    113
  • Rating
    Clean
  • Copyright
    © Copyright 2023 All rights reserved.
  • Show Website
    Macro Pulse

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