# Optimism with caveats

Page: https://stenobird.com/podcast/macro-pulse-6609925/optimism-with-caveats
Text version: https://stenobird.com/podcast/macro-pulse-6609925/optimism-with-caveats.md
Podcast: [Macro Pulse](https://stenobird.com/podcast/macro-pulse-6609925)
Published: 2025-10-30T10:11:53+00:00
Episode link: https://haveranalytics.podbean.com/e/optimism-with-caveats/
Audio file: https://mcdn.podbean.com/mf/web/nk5xu5gdbmd9w3ix/30_October_2025_COTW_Podcast9voc2.mp3
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JSON: https://stenobird.com/v1/public/podcasts/macro-pulse-6609925/episodes/optimism-with-caveats
Duration seconds: 809

## Resource

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

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## Transcript

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