Episode
Optimism with caveats
- Podcast
- Macro Pulse
- Published
- Oct 30, 2025
- Duration seconds
- 809
- Processing state
not_requested- Canonical source
- https://haveranalytics.podbean.com/e/optimism-with-caveats/
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Summary
Global equity markets are once again flirting with record highs, buoyed by renewed optimism that the global economy can achieve a soft landing—and by persistent enthusiasm over the potential productivity gains from AI-related investment. In our charts this week we focus on: The Fed and interest rate expectations The global business cycle Consumer confidence in the US and Europe Euro area credit conditions UK manufacturing Shipping costs and traded goods prices