Macro Pulse

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Épisodes

170 épisodes

1. When Expectations Meet Reality il y a 3 jours 12:25
2. Resilience on Narrow Foundations il y a 1 semaine 15:10
3. Growth on Borrowed Strength il y a 2 semaines 14:50
4. The Narrow Boom il y a 3 semaines 14:50
5. The Political Premium il y a 1 mois 15:23
6. A Benign Phase il y a 1 mois 15:36
7. Narrow Shoulders il y a 1 mois 16:00
8. The Price of Money il y a 2 mois 15:01
9. The Reflationary Turn il y a 2 mois 10:10
10. The Turn Towards Tightening il y a 2 mois 13:45
11. Resilient growth, restless yields il y a 2 mois 11:28
12. The Cost of Capital Climbs il y a 3 mois 20:45
13. AI for Macro: Context is Everything il y a 3 mois 14:00
14. A Resilient World Economy, and its Price il y a 3 mois 12:44
15. The Price of an Investment Boom il y a 3 mois 11:55
16. Freight: The Signal Markets Miss il y a 4 mois 9:12
17. Growth Holds Firm il y a 4 mois 12:18
18. Forecasters Hold Firm il y a 4 mois 15:22
19. Calmer Waters, New Currents il y a 5 mois 9:45
20. Between Relief and Reality il y a 5 mois 7:12
21. Inflation at the Crossroads il y a 5 mois 11:44
22. Inflation Fears, AI Cheers il y a 5 mois 10:37
23. The AI Boom Meets Inflation Angst il y a 5 mois 10:37
24. Surprise, Surprise il y a 6 mois 11:16
25. Still Standing il y a 6 mois 12:23
26. Tension Beneath the Surface il y a 6 mois 11:36
27. Risks Build, Markets Shrug il y a 7 mois 11:37
28. From Oil Shock to Policy Dilemma il y a 7 mois 11:31
29. A Supply-Constrained World Comes into Sharper Focus il y a 8 mois 11:15
30. Energy Shock — Early Signals, Uncertain Fallout il y a 8 mois 10:17
31. Geopolitics Meets the Global Economy il y a 8 mois 9:57
32. Shockwaves from the Gulf il y a 8 mois 7:09
33. The AI Undercurrent il y a 8 mois 6:41
34. AI, Policy Easing and a Shifting Risk Premium il y a 9 mois 13:00
35. In Conversation with Data Partner: ADP Research il y a 9 mois 9:20
36. Weaker Dollar, Stronger Tech il y a 9 mois 12:44
37. Between Optimism and Uncertainty il y a 10 mois 13:26
38. Cooling Inflation, Diverging Growth il y a 10 mois 11:26
39. The Upside Risks il y a 1 an 10:31
40. The Downside Risks il y a 1 an 9:52
41. Diverging Paths, Converging Risks il y a 1 an 3:58
42. In Conversation with Data Partner: D&B's Global Business Survey Data il y a 1 an 9:09
43. The Year Ahead il y a 1 an 12:23
44. The Year in Review il y a 1 an 11:17
45. Optimism with caveats il y a 1 an 13:29
46. Risks and Relief il y a 1 an 13:10
47. Momentum With Caveats il y a 1 an 9:41
48. Shutdowns and Shake-Ups il y a 1 an 11:58
49. Signals, Surprises and Shifts il y a 1 an 12:28
50. Resilient Activity, Noisy Policy il y a 1 an 10:12