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. 3시간 전

    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

    11분

  2. 9월 11일

    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

    11분

  3. 9월 4일

    A Few Cuts More

    Equity markets have lost a little ground in recent days and bond markets have been more jittery, as legal challenges to US tariff policies add to a tense backdrop of geopolitical meetings between China, Russia, and India. In our charts this week we focus on: Gold prices and trade policy uncertainty US Tariffs India's economy and markets Global monetary policy Euro area inflation The US profit cycle

    11분
  4. In Conversation With Data Partner: The Conference Board of Canada

    8월 28일

    In Conversation With Data Partner: The Conference Board of Canada

    Haver Analytics sits down with Pedro Antunes, Chief Economist at The Conference Board of Canada, and Cory Renner, who leads the Board’s forecasting team. Together, they discuss how Canada’s economic outlook is shaped by detailed provincial and metropolitan data, why quarterly accounts matter, and how large-scale models and real-time insights help forecast growth, investment, and labor market trends. Listeners will get an inside look at how The Conference Board builds trusted forecasts and what this means for understanding Canada’s evolving economy.

    13분

  5. 8월 21일

    Cracks Beneath The Shine

    Recent financial market gains have been underpinned by resilient global data, AI-fuelled optimism, and hopes that most central banks will continue to loosen monetary policy. Yet beneath the surface, a more complicated picture may be emerging. In our chart this week we home in on: US housing indicators China's economy UK inflation Oil and inflation expectations Clean energy Renewables versus non-renewables

    10분

  6. 8월 14일

    What gives?

    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

    9분

  7. 8월 7일

    Downside Risks

    Following last week's softer-than-expected US labour market report bond yields have fallen sharply as investors repriced the outlook for Fed easing. This recalibration arguably also reflects growing awareness of mounting downside risks across the US and broader global economy. In our charts this week we focus on: Capacity pressures in the US and Europe US housing market weakness US bank lending standards Global growth momentum Shipping costs and supply chain pressures Excess capacity in China

    13분

  8. 7월 3일

    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

    8분
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소개

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

정보

  • 제작진
    Haver Analytics
  • 방송 연도
    2023년 - 2025년
  • 에피소드
    120
  • 등급
    전체 연령 사용가
  • 저작권
    © Copyright 2023 All rights reserved.
  • 웹사이트 보기
    Macro Pulse

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