# Growth Holds Firm

Page: https://stenobird.com/podcast/macro-pulse-6609925/growth-holds-firm
Text version: https://stenobird.com/podcast/macro-pulse-6609925/growth-holds-firm.md
Podcast: [Macro Pulse](https://stenobird.com/podcast/macro-pulse-6609925)
Published: 2026-07-09T09:46:55+00:00
Episode link: https://haveranalytics.podbean.com/e/growth-holds-firm/
Audio file: https://mcdn.podbean.com/mf/web/xq5ex2ixstza4vix/9_July_2026_COTW_Podcast6siqv.mp3
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JSON: https://stenobird.com/v1/public/podcasts/macro-pulse-6609925/episodes/growth-holds-firm
Duration seconds: 738

## Resource

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

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## Transcript

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