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 integration and management services • Custom data solutions • Training and consulting services Get in touch: sales@haver.com Visit our website: www.haverproducts.com
Episodes

43 minutes ago
A Few Cuts More
43 minutes ago
43 minutes ago
Equity markets have lost a little ground in recent days and bond markets have been more jittery, as legal challenges to US tariff policies add to a tense backdrop of geopolitical meetings between China, Russia, and India. In our charts this week we focus on:
Gold prices and trade policy uncertainty
US Tariffs
India's economy and markets
Global monetary policy
Euro area inflation
The US profit cycle

Thursday Aug 28, 2025
In Conversation With Data Partner: The Conference Board of Canada
Thursday Aug 28, 2025
Thursday Aug 28, 2025
Haver Analytics sits down with Pedro Antunes, Chief Economist at The Conference Board of Canada, and Cory Renner, who leads the Board’s forecasting team. Together, they discuss how Canada’s economic outlook is shaped by detailed provincial and metropolitan data, why quarterly accounts matter, and how large-scale models and real-time insights help forecast growth, investment, and labor market trends. Listeners will get an inside look at how The Conference Board builds trusted forecasts and what this means for understanding Canada’s evolving economy.

Thursday Aug 21, 2025
Cracks Beneath The Shine
Thursday Aug 21, 2025
Thursday Aug 21, 2025
Recent financial market gains have been underpinned by resilient global data, AI-fuelled optimism, and hopes that most central banks will continue to loosen monetary policy. Yet beneath the surface, a more complicated picture may be emerging. In our chart this week we home in on:
US housing indicators
China's economy
UK inflation
Oil and inflation expectations
Clean energy
Renewables versus non-renewables

Thursday Aug 14, 2025
What gives?
Thursday Aug 14, 2025
Thursday Aug 14, 2025
Global financial markets head into late summer buoyed by resilient risk appetite, underpinned by hopes that AI will boost productivity and growth alongside expectations for further central bank policy easing. Yet this optimism has not been fully mirrored in the macro outlook. In our charts this week we focus on:
Markets and data surprises
The US investment consensus
The global growth consensus
US inflation drivers
The UK labour market
Energy prices and monetary policy

Thursday Aug 07, 2025
Downside Risks
Thursday Aug 07, 2025
Thursday Aug 07, 2025
Following last week's softer-than-expected US labour market report bond yields have fallen sharply as investors repriced the outlook for Fed easing. This recalibration arguably also reflects growing awareness of mounting downside risks across the US and broader global economy. In our charts this week we focus on:
Capacity pressures in the US and Europe
US housing market weakness
US bank lending standards
Global growth momentum
Shipping costs and supply chain pressures
Excess capacity in China

Thursday Jul 03, 2025
Headwinds and Heatwaves
Thursday Jul 03, 2025
Thursday Jul 03, 2025
Financial markets have remained generally buoyant in recent days, with global equity indices advancing on the back of relatively upbeat global growth data, benign European inflation readings and the prospect of further policy easing from major central banks. In our charts this week we focus on:
The global policy rate consensus
The dollar and data surprises
Stagflation risks
US port congestion
Global warming
Productivity losses from heat stress

Thursday Jun 26, 2025
Calmer on the surface, cracks beneath
Thursday Jun 26, 2025
Thursday Jun 26, 2025
Financial markets have been on a geopolitical rollercoaster in recent days. The Iran–Israel flare-up briefly sent oil prices surging and risk assets tumbling, but tensions have since eased and market conditions have stabilised. That calm has refocused attention on underlying fundamentals—and the signals are mixed. In our charts this week we focus on:
Global business cycle indicators
South Korea's trade
Consumer confidence in the US and Europe
Disinflation progress in advanced economies
Gold and Bitcoin prices
Global electricity generation

Thursday Jun 19, 2025
Conflict, energy and constraints
Thursday Jun 19, 2025
Thursday Jun 19, 2025
Financial markets have been jolted over the past week by a sharp escalation in geopolitical risk. The sudden intensification of hostilities between Israel and Iran—marked by missile strikes and retaliatory air operations—has reignited fears of a broader regional conflict with global consequences. In our charts this week we focus on:
Geopolitical risk
Oil prices and global growth
Global shipping costs
Global oil reserves
Living standards and energy prices
Natural capital

Thursday Jun 12, 2025
Rare earths, the supply side and energy
Thursday Jun 12, 2025
Thursday Jun 12, 2025
Financial markets have experienced considerable gyrations in recent weeks, reflecting substantial shifts in investor expectations and heightened uncertainty, largely driven by ongoing US tariff policies. Against this backdrop, consensus growth forecasts have seen notable downward revisions across most major economies over the past 6 months. In our charts this week we home in on:
The Blue Chip growth consensus
The Blue Chip inflation consensus
Supply chain pressures and PPI inflation
US policy rate uncertainty
The UK labour market
Energy and growth

Thursday Jun 05, 2025
Fault Lines and Rate Cuts
Thursday Jun 05, 2025
Thursday Jun 05, 2025
Recent weeks have seen a complex recalibration in global financial markets, as investors weigh the implications of renewed US tariff actions against accumulating signs of economic softness and growing confidence in the prospect of central bank easing. In our charts this week we home in on:
The global policy rate consensus
The US labour market and Fed easing expectations
Oil prices and inflation surprises
Services inflation in the euro area
Global trade conditions
China's domestic imbalances