Episode
Growth Holds Firm
- Podcast
- Macro Pulse
- Published
- Jul 9, 2026
- Duration seconds
- 738
- Processing state
not_requested- Canonical source
- https://haveranalytics.podbean.com/e/growth-holds-firm/
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Summary
Global growth continues to hold up well, but this week's data flag a few fresh risks on the inflation and geopolitical front. In our charts this week: Global equity markets remain resilient Global PMIs point to a solid expansion US growth, not inflation, is keeping bond yields elevated Supply chains eased in June, but this week’s Middle East flare-up threatens that Extreme heat across Europe is a fresh supply-side risk AI investment’s highs in 2025