{"podcast":{"title":"Macro Pulse","slug":"macro-pulse-6609925","podcast_index_feed_id":6609925,"rss_url":"https://feed.podbean.com/haveranalytics/feed.xml","website_url":"https://haveranalytics.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/15727526/MACRO_2_77fhg.png","author":"Haver Analytics","episode_count":152,"summary":"Weekly charts and commentaries on the global economy.","last_synced_at":"2026-06-26T00:17:34.310848+00:00","page_url":"https://stenobird.com/podcast/macro-pulse-6609925"},"episode":{"title":"AI, Policy Easing and a Shifting Risk Premium","slug":"ai-policy-easing-and-a-shifting-risk-premium","published_at":"2026-02-19T05:30:58+00:00","page_url":"https://stenobird.com/podcast/macro-pulse-6609925/ai-policy-easing-and-a-shifting-risk-premium","show_page_url":"https://stenobird.com/podcast/macro-pulse-6609925","url":"https://haveranalytics.podbean.com/e/ai-policy-easing-and-a-shifting-risk-premium/","audio_url":"https://mcdn.podbean.com/mf/web/bmsmwj4ii322rq2e/Feb_19_podcast_v3-esv2-79p-bg-45p7td6g.mp3","summary":"Recent weeks have seen renewed market swings — a softer US dollar, rotation within equities and shifting rate expectations — as investors reassess valuations, policy risks and the durability of US exceptionalism. Yet a consistent macro thread runs through our charts this week. This week’s themes include: The US risk premium Bank lending growth Producing AI versus Using AI Asia’s industrial production and AI US orders of high tech products Emerging market portfolio flows","meta_description":"Recent weeks have seen renewed market swings — a softer US dollar, rotation within equities and shifting rate expectations — as investors reassess valuati…","key_points":[],"chapters":[],"topics":[],"duration_seconds":780,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/macro-pulse-6609925/episodes/ai-policy-easing-and-a-shifting-risk-premium/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/macro-pulse-6609925/ai-policy-easing-and-a-shifting-risk-premium.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}