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
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Episodes
Friday Feb 24, 2023
Friday Feb 24, 2023
Financial markets have been pricing in tighter-for-longer monetary policy settings in recent weeks thanks to some firmer-than-expected US data. And this is now reversing the shift from a hard to a soft landing consensus that had begun to form in January. Our charts this week, however, turn the focus back onto some of the more positive trends that have established themselves in recent times.
Friday Feb 17, 2023
Friday Feb 17, 2023
The shift toward a soft landing consensus that had been in vogue since the start of this year has suffered some setbacks over the past two weeks thanks to last week’s strong US jobs data and this week’s firmer-than-expected US CPI report. We pick up on this theme in some of our charts this week.
Friday Feb 10, 2023
Friday Feb 10, 2023
Last Friday’s much stronger-than-expected US jobs report has set the tone for financial markets in the past few days. But it has not yet meaningfully derailed the more upbeat narrative concerning inflation and monetary policy that’s been in vogue since the start of this year. Listen now for the full analysis.