Episode
AI, Policy Easing and a Shifting Risk Premium
- Podcast
- Macro Pulse
- Published
- Feb 19, 2026
- Duration seconds
- 780
- Processing state
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Summary
Recent weeks have seen renewed market swings — a softer US dollar, rotation within equities and shifting rate expectations — as investors reassess valuations, policy risks and the durability of US exceptionalism. Yet a consistent macro thread runs through our charts this week. This week’s themes include: The US risk premium Bank lending growth Producing AI versus Using AI Asia’s industrial production and AI US orders of high tech products Emerging market portfolio flows