Shows / Macro Pulse
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…
Episodes
- Macro Pulse
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…
- Macro Pulse
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…
- Macro Pulse
Uncertainty Lingers
Despite escalating global economic uncertainty—driven in large part by US tariff policies—equity markets have, until recently, continued to surge, seemingly…
- Macro Pulse
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…
Macro PulseTariff Truce, Tenuous Trust
Financial markets found a measure of calm this week, buoyed by some subtle shifts in tone from US policymakers. But beneath the surface, significant downside…
- Macro Pulse
Dollar Dips and Trade Trips
Financial market volatility has remained elevated over the past several days as investors attempted to weigh a modest improvement in sentiment—driven by a…
- Macro Pulse
From Blue To Red
US policy decisions have continued to generate volatility in financial markets, reflecting mounting investor unease about the global economic outlook…
- Macro Pulse
Mission Impossible and Fallout
The global economy received a brief reprieve on April 9th, as President Trump announced a 90-day pause on his sweeping “reciprocal” tariffs. However…
Macro PulseTrade shocks
The return of protectionist trade policies under the new US administration has added a significant layer of uncertainty to an already fragile global landscape…
- Macro Pulse
Tariffs, Tensions, and Trade-Offs
Financial markets remain gripped by heightened uncertainty surrounding US trade policy, slowing US growth, and broader fears of global economic instability. In…
Macro PulseReversal of fortunes
US equity markets have underperformed relative to global peers in recent weeks, as investor sentiment has deteriorated in response to weaker-than-expected…
- Macro Pulse
From Blue to Red
Download the free charts and commentary here: https://haverproducts.com/charts-of-the-week/ The recent financial market volatility, marked by sharp swings in…
- Macro Pulse
Goodwill Hunting
View the charts here: https://haverproducts.com/charts-of-the-week/ Financial markets have experienced heightened volatility in recent days, with investor…
- Macro Pulse
No Free Lunch
The global economy remains in a delicate position, with financial markets exhibiting resilience despite key policy uncertainties, geopolitical sensitivities…
- Macro Pulse
Calm before the storm?
Financial markets have remained relatively calm in recent days despite potentially disruptive US trade policy shifts and incoming data indicating that…
- Macro Pulse
Tariff Trouble
Copy and paste this link into your browser to download the free chart pack and follow along with the podcast…
Macro PulseHaver Speaks to Jasper McMahon, Co-Founder and CEO of Now-Casting Economics
In an era where timely data is everything, Now-Casting Economics—Haver’s newest data partner—is redefining macroeconomic forecasting. In this episode, Jasper…
- Macro Pulse
Trump cards
Financial markets have enjoyed a notable lift in sentiment over recent days, driven by renewed optimism about the domestic economic policies of a new US…
- Macro Pulse
Yielding Conclusions
A steep sell-off in global bond markets has dominated the financial headlines over the past week or so, drawing intense scrutiny from investors and…
- Macro Pulse
Energy, naturally
Investors have returned to focusing on several familiar themes so far this year including the resilience of the US economy, the implications of a new US…
- Macro Pulse
Inflated Expectations
Investors have shifted their attention back to the economic data and monetary policy over the past few days, marking a shift from recent weeks when political…
- Macro Pulse
The Year Ahead
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…
- Macro Pulse
Leading with a Trump
The macroeconomic implications of a new Trump administration are sparking fervent debate. Financial markets have responded to last week’s news with heightened…
- Macro Pulse
Uncertainty Is the Easy Part
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…
- Macro Pulse
Data, policy and politics
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…
- Macro Pulse
Sharmila Whelan on India
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…
- Macro Pulse
Following the leader
A soft landing narrative has continued to shape sentiment in financial markets over recent days, supported by several factors. These include upbeat corporate…
- Macro Pulse
Fed up with surprises
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…
- Macro Pulse
Where Now for Europe? - Featuring Special Guest George Buckley, Nomura's Chief European Economist
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…
- Macro Pulse
Almost singing the same tune
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…
- Macro Pulse
Communication Challenges
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…
- Macro Pulse
Inflation focus
The ECB’s decision to lower its key policy rates by 25 basis points this week, while widely anticipated, underscores a shift in focus, with central banks now…
- Macro Pulse
Back to School
With the summer vacation season now over in the Northern Hemisphere our charts this week shed light on recent and prospective developments in the world…
- Macro Pulse
Growth alert
Financial markets have remained in much calmer waters in recent weeks following the bout of volatility that earmarked the first week of August. That’s partly…
- Macro Pulse
Back to inflation
Some stability has returned to financial markets over the past few days thanks to some inflation-friendly economic data, some dovish signals from several…
- Macro Pulse
Summer storms
Financial market instability has been in the ascendancy for much of the past few days as investors shunned risk assets and flocked to safe havens such as…
- Macro Pulse
One up, one down, one no change
Monetary policy normalisation has been a big theme over the past few days and, insofar as this signals that inflation is also returning to more normal levels…
- Macro Pulse
It’s the economy, stupid!
Politics has continued to dominate the headlines in recent days and will doubtless remain a big focus in the immediate weeks ahead. In the background, however…
- Macro Pulse
Walking a tightrope
Markets have become increasingly optimistic this week about a potential interest rate cut by the Federal Reserve in September following some dovish remarks…
- Macro Pulse
Political melodies and macroeconomic harmonies
A soft landing scenario for the world economy, driven by moderating global growth, and aided by disinflationary pressures, has remained the base case in…
- Macro Pulse
Global growth concerns
Growing concern about the economic ramifications from France’s upcoming election have been weighing on risk appetite in European financial markets in recent…
- Macro Pulse
Beyond the headlines
Soft landing narratives have remained in vogue in financial markets in recent weeks, partly due to weaker-than-expected US inflation data. In contrast, this…
- Macro Pulse
Energising the politics
A debate about the precise timing of a Fed rate cut has continued to dominate financial market sentiment in recent days. A nod from the Fed acknowledging…
- Macro Pulse
Politics and Economics
A further batch of disappointing US growth data, coupled with policy rate cuts from the Bank of Canada and the European Central Bank, have continued to…
- Macro Pulse
Oil consuming
Expectations about when exactly central banks will begin an easing cycle have remained a dominant driver of financial market trends in recent weeks. But in the…
- Macro Pulse
The Chips Are Up Again
In the absence of top-tier economic data, corporate earnings reports, particularly from the technology sector, have played a big role in shaping financial…
- Macro Pulse
Reversal of fortune
A Fed easing narrative has been re-energized over the past few days largely thanks to a slightly weaker than expected US CPI report this week but, more…
- Macro Pulse
Inflation still holds the key
Last week's softer-than-expected US data releases have sparked renewed hopes that the Federal Reserve may initiate an easing cycle in the coming months, and…
- Macro Pulse
Policy Surprises Versus Data Surprises
Lingering concerns about the US Fed's inclination to lower interest rates in coming months have continued to unsettle financial markets over the past few days…
- Macro Pulse
Flash Dance
Following a week in which the risks to the global economic outlook suddenly skewed to the downside, the pendulum has swung back again over the past few days…
- Macro Pulse
Geopolitics, oil, the IMF and China
Investors have grown increasingly cautious about the economic outlook in recent days, partly thanks to heightened geopolitical instability in the Middle East…
- Macro Pulse
Oil in the price
This week’s stronger-than-expected US inflation data have further dampened hopes that the Fed would swiftly lower interest rates in coming months. And this has…
- Macro Pulse
Something for everyone
Renewed concerns about the US Fed's ability to lower interest rates in coming months have triggered broader anxiety in financial markets over the past few…
- Macro Pulse
The soft landing narrative (again)
Recent weeks have seen heightened optimism in financial markets that the global economy is on course for a soft landing. This optimism is rooted in a number of…
- Macro Pulse
Up, down, and somewhere in between
The decisions from several central banks this week have, on the whole, amplified hopes that the world economy remains on course for a soft landing. Investors…
- Macro Pulse
Not too shocking
With little to destabilise financial markets over the past few days, soft landing narratives have remained in vogue. While this week’s US CPI report was…
- Macro Pulse
Goldeneyes
The equity market rally that kicked off in late October has grabbed the financial headlines in recent weeks. And there has been an abundance of optimistic…
- Macro Pulse
When the chips are up
Prospects for a swift pivot toward looser monetary policy in the US and Europe have been diminished by persistent inflationary pressures and…
- Macro Pulse
Navigating cyclical and structural headwinds
A quiet economic calendar coupled with holidays in North America and much of Asia have left markets struggling for direction in recent days. A noteworthy…
- Macro Pulse
Inflation alarm
Stronger than expected US inflation data this week has dampened hopes that the Fed might swiftly reduce interest rates in the coming months. This comes on the…