Episodes
![It’s the economy, stupid!](https://pbcdn1.podbean.com/imglogo/image-logo/15727526/Podcast_logo_icon_for_podbean_m47rpk_300x300.jpg)
16 hours ago
It’s the economy, stupid!
16 hours ago
16 hours ago
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, incoming data have suggested the outlook for the world economy has been darkening probably because more restrictive policy settings are now more forcibly weighing on aggregate demand. In our charts this week we focus on:
· Markets and data surprises
· Unemployment rates in advanced economies
· The global credit impulse
· Services and goods inflation
· Shipping costs and PPI inflation
· South Korea’s semiconductor sector
![Walking a tightrope](https://pbcdn1.podbean.com/imglogo/image-logo/15727526/Podcast_logo_icon_for_podbean_m47rpk_300x300.jpg)
Thursday Jul 18, 2024
Walking a tightrope
Thursday Jul 18, 2024
Thursday Jul 18, 2024
Markets have become increasingly optimistic this week about a potential interest rate cut by the Federal Reserve in September following some dovish remarks from Fed Chair Powell. Meanwhile, the IMF has maintained that the outlook for the world economy remains broadly balanced, a message that chimes too with the latest Blue Chip survey of economic forecasters. In our charts this week we focus on:
· The global growth consensus
· US data surprises and now casts
· Recession probability indicators
· Global markets and economic data
· China’s economy
· South-East Asian trade
![Political melodies and macroeconomic harmonies](https://pbcdn1.podbean.com/imglogo/image-logo/15727526/Podcast_logo_icon_for_podbean_m47rpk_300x300.jpg)
Friday Jul 05, 2024
Political melodies and macroeconomic harmonies
Friday Jul 05, 2024
Friday Jul 05, 2024
A soft landing scenario for the world economy, driven by moderating global growth, and aided by disinflationary pressures, has remained the base case in financial markets in recent weeks. But investors have also been dancing to some political music in the US and Europe in recent days. In our charts this week we focus on:
· The policy rate consensus
· The US labour market
· Euro area inflation
· South Korea’s trade
· Japan’s capital flows
· UK economic performance
![Global growth concerns](https://pbcdn1.podbean.com/imglogo/image-logo/15727526/Podcast_logo_icon_for_podbean_m47rpk_300x300.jpg)
Thursday Jun 27, 2024
Global growth concerns
Thursday Jun 27, 2024
Thursday Jun 27, 2024
Growing concern about the economic ramifications from France’s upcoming election have been weighing on risk appetite in European financial markets in recent weeks. But the outlook for the broader world economy has also been arguably taking a turn for the worse. In our charts this week we look at:
· European financial stress
· European and global growth surprises
· Global growth momentum
· US growth and credit markets
· Service sector inflation in advanced economies
· Emerging market portfolio equity flows
![Beyond the headlines](https://pbcdn1.podbean.com/imglogo/image-logo/15727526/Podcast_logo_icon_for_podbean_m47rpk_300x300.jpg)
Friday Jun 21, 2024
Beyond the headlines
Friday Jun 21, 2024
Friday Jun 21, 2024
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 week’s stronger-than-expected UK service sector CPI inflation data unsettled investors and probably played a role in the Bank of England's decision to keep interest rates unchanged. In our charts this week we home in on:
· US inflation surprises
· Wage growth in the US and Europe
· European political uncertainty
· China’s property market
· Japan’s trade
· Global equity sector returns
![Energising the politics](https://pbcdn1.podbean.com/imglogo/image-logo/15727526/Podcast_logo_icon_for_podbean_m47rpk_300x300.jpg)
Thursday Jun 13, 2024
Energising the politics
Thursday Jun 13, 2024
Thursday Jun 13, 2024
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 progress in fighting inflation, coupled with weaker-than-expected CPI data, has, in particular, kept hopes of a soft landing for the US economy alive. In our charts this week we focus on:
· US inflation
· The UK economy
· Consensus growth forecasts
· The energy transition and climate change
· China’s trade
· The US dollar and global trade
![Politics and Economics](https://pbcdn1.podbean.com/imglogo/image-logo/15727526/Podcast_logo_icon_for_podbean_m47rpk_300x300.jpg)
Friday Jun 07, 2024
Politics and Economics
Friday Jun 07, 2024
Friday Jun 07, 2024
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 re-energize easing narratives in financial markets over the past few days. But politics has also been grabbing the headlines thanks to some unexpected election results from e.g. India and South Africa. In our charts this week we delve into:
· Global household purchasing power
· Policy uncertainty
· Oil prices and global growth
· US manufacturing activity and EM trade
· Japan’s wage inflation
· China’s NEV production
![Oil consuming](https://pbcdn1.podbean.com/imglogo/image-logo/15727526/Podcast_logo_icon_for_podbean_m47rpk_300x300.jpg)
Friday May 31, 2024
Oil consuming
Friday May 31, 2024
Friday May 31, 2024
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 background to this, heightened enthusiasm for the rollout of Artificial Intelligence infrastructure, reinforced by stellar corporate earnings reports, have additionally contributed to an upbeat mood. In our charts this week we home in on the following:
· Consumer confidence in the US and Europe
· Energy and consumer confidence
· Broad money supply growth in the euro area
· High frequency gauges of labour market activity
· The UK’s net IIP position
· China’s export growth in selected sectors
![The Chips Are Up Again](https://pbcdn1.podbean.com/imglogo/image-logo/15727526/Podcast_logo_icon_for_podbean_m47rpk_300x300.jpg)
Friday May 24, 2024
The Chips Are Up Again
Friday May 24, 2024
Friday May 24, 2024
In the absence of top-tier economic data, corporate earnings reports, particularly from the technology sector, have played a big role in shaping financial market sentiment over the past few days. In our charts this week we home in on:
· South Korean trade
· European policy uncertainty
· US and UK data surprises
· UK inflation
· Copper prices
· Renewable energy use
![Reversal of fortune](https://pbcdn1.podbean.com/imglogo/image-logo/15727526/Podcast_logo_icon_for_podbean_m47rpk_300x300.jpg)
Thursday May 16, 2024
Reversal of fortune
Thursday May 16, 2024
Thursday May 16, 2024
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 generally, because of a battery of weaker-than-expected US data over the past couple of weeks. In our charts this week we examine the following:
· Consensus growth expectations for 2024
· GDP growth in advanced economies in Q1
· The German economy’s under-performance
· A slowing UK labour market
· US immigration
· Global food price inflation
![Image](https://pbcdn1.podbean.com/fs1/user-site-dist/assets/customize-component1.png)
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