# Between Optimism and Uncertainty

Page: https://stenobird.com/podcast/macro-pulse-6609925/between-optimism-and-uncertainty
Text version: https://stenobird.com/podcast/macro-pulse-6609925/between-optimism-and-uncertainty.md
Podcast: [Macro Pulse](https://stenobird.com/podcast/macro-pulse-6609925)
Published: 2026-01-15T11:45:17+00:00
Episode link: https://haveranalytics.podbean.com/e/between-optimism-and-uncertainty/
Audio file: https://mcdn.podbean.com/mf/web/nv7e5cvr5y2yjvsb/Jan_15th_podcast_v3-esv2-79p-bg-35p710om.mp3
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JSON: https://stenobird.com/v1/public/podcasts/macro-pulse-6609925/episodes/between-optimism-and-uncertainty
Duration seconds: 806

## Resource

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

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## Transcript

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