Episode
Between Optimism and Uncertainty
- Podcast
- Macro Pulse
- Published
- Jan 15, 2026
- Duration seconds
- 806
- Processing state
not_requested
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Summary
The global backdrop remains unsettled, reflected in rising gold prices amid geopolitical tensions. At the same time, however, many major equity indices remain at or close to all-time highs, buoyed by optimism around AI and reinforced by a run of relatively benign US inflation readings. In our charts this week we focus on: The Blue Chip growth consensus Central bank policy rate expectations UK data surprises and the BoE The impact of Artificial Intelligence US business formation and productvity growth China's export growth