Macro Pulse

Dec 12 2024 88 ep. 6 mins 3

Macro Pulse Podcast artwork

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

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The Year Ahead

Dec 12 2024 13 mins

Economic forecasts for next year largely hinge on the assumption of a soft landing for the world economy, but this outlook is anything but certain. Recent weeks have seen a sharp rise in uncertainty, driven in part by the prospect of significant — and potentially disruptive — policy shifts from a new US administration. Meanwhile, persistent supply-side pressures, including the

Leading with a Trump

Nov 14 2024 9 mins

The macroeconomic implications of a new Trump administration are sparking fervent debate. Financial markets have responded to last week’s news with heightened expectations of some fiscal stimulus which could spur US growth in the near term. However, that boost may come at the cost of higher domestic inflation, more elevated public debt, and a ripple of adverse effects across the

Uncertainty Is the Easy Part

Nov 07 2024 8 mins

The policy decisions of a new US administration could potentially impact the global economy in a number of ways with key areas that might be affected including trade and tariffs, geopolitical stability, fiscal policy, deregulation, and immigration policy. In our charts this week we focus on: · Global equity market responses · Economic policy uncertainty · The consensus for polic

Data, policy and politics

Oct 31 2024 10 mins

Some unexpected resilience in the US economy and particularly in the labour market has continued to reinforce soft landing narratives over the past few days. At the broader global level, weaker-than-expected inflation data have also been reinforcing the view that most major central banks will continue to loosen monetary policy in the period ahead. In our charts this week we focus o

Sharmila Whelan on India

Oct 24 2024 11 mins

In our podcast this week Andy Cates discusses the outlook for the Indian economy with Sharmila Whelan, the founder of Westbourne Research and a seasoned Global Geopolitical-Macro Strategist. Key areas that are addressed include: · The sustainability of India’s growth trajectory · The impact of recent structural reforms on improving India’s business environment and investmen

Following the leader

Oct 18 2024 4 mins

A soft landing narrative has continued to shape sentiment in financial markets over recent days, supported by several factors. These include upbeat corporate earnings news, a sharp drop in oil prices, weaker-than-expected inflation data and US labour market resilience. In our charts this week we focus on: · Oil prices and yields · UK inflation · China and traded goods price infl

Fed up with surprises

Oct 11 2024 8 mins

Last week’s stronger-than-expected US employment report have combined with some comments from FOMC members suggesting the Fed may be in no great hurry to reduce interest rates next year to generate a big repricing in financial markets over the past few days. Geopolitical uncertainty in the Middle East and the plight of China’s economy have additionally been a key focus for many

Where Now for Europe? - Featuring Special Guest George Buckley, Nomura's Chief European Economist

Oct 04 2024 15 mins

In our podcast this week we discuss the European economic outlook with George Buckley, Nomura’s Chief European Economist. We home in on a number of topics including this week’s euro area inflation data, the broader outlook for the euro area and UK, as well as what needs to be done to repair some of the structural fault-lines. We touch too on the escalation of geopolitical turbu

Almost singing the same tune

Sep 27 2024 8 mins

The incoming data over this week have painted a more downbeat picture of the global economic outlook. But despite these weaker signals, financial markets have taken this news in their stride, possibly due to growing confidence that central banks will still manage to engineer a soft landing for the global economy. In our charts this week we home in on: · The global business cycle �

Communication Challenges

Sep 20 2024 8 mins

This week’s decision by the Fed to lower its key policy rate by 50bps was widely - but not universally - expected in financial markets. Still, the initial market response to this decision suggested that investors could be uncertain about what it implies for the economic outlook. In our charts this week we drill into the following factors: · The US yield curve · Global growth an