Episode
Still Standing
- Podcast
- Macro Pulse
- Published
- May 7, 2026
- Duration seconds
- 743
- Processing state
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- https://haveranalytics.podbean.com/e/still-standing/
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Summary
Talk of a potential easing in Middle East tensions has steadied markets. But scratch the surface, and the macro picture remains far from settled. This week’s charts highlight the growing tension: • Global manufacturing holding up — despite higher energy prices• Shipping costs rising — supply chains tightening again• Oil production constrained — logistics, not demand, the issue• Policy expectations shifting — tilt back toward tightening risk • US bank lending standards – in neutral for now • Wage pressures still elevated — particularly in the UK The takeaway? Markets are still standing — but the balance between growth and inflation is becoming increasingly fragile.