Macro Pulse

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Episodi

170 episodi

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