Castuner

Macro Pulse

Haver Analytics

Weekly charts and commentaries on the global economy.

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Episodes

169 episodes

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