Episode
Momentum With Caveats
- Podcast
- Macro Pulse
- Published
- Oct 16, 2025
- Duration seconds
- 581
- Processing state
not_requested- Canonical source
- https://haveranalytics.podbean.com/e/momentum-with-caveats/
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Summary
Global financial markets are entering mid-October with a cautiously optimistic tone, supported by a mix of better macro data and easing geopolitical risk. In our charts this week we drill into: The global growth consensus US investment in data centres Views on AI and productivity Geopolitical risks and oil prices China's trade patterns The UK labour market