# Momentum With Caveats

Page: https://stenobird.com/podcast/macro-pulse-6609925/momentum-with-caveats
Text version: https://stenobird.com/podcast/macro-pulse-6609925/momentum-with-caveats.md
Podcast: [Macro Pulse](https://stenobird.com/podcast/macro-pulse-6609925)
Published: 2025-10-16T11:01:39+00:00
Episode link: https://haveranalytics.podbean.com/e/momentum-with-caveats/
Audio file: https://mcdn.podbean.com/mf/web/58hitxxw8bhh9qgk/16_October_2025_COTW_Podcast9mugd.mp3
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JSON: https://stenobird.com/v1/public/podcasts/macro-pulse-6609925/episodes/momentum-with-caveats
Duration seconds: 581

## Resource

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

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## Transcript

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