{"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":"The AI Boom Meets Inflation Angst","slug":"the-ai-boom-meets-inflation-angst","published_at":"2026-05-28T12:42:44+00:00","page_url":"https://stenobird.com/podcast/macro-pulse-6609925/the-ai-boom-meets-inflation-angst","show_page_url":"https://stenobird.com/podcast/macro-pulse-6609925","url":"https://haveranalytics.podbean.com/e/the-ai-boom-meets-inflation-angst/","audio_url":"https://mcdn.podbean.com/mf/web/qf43sm8xxa4k4wby/COTW_May_28-esv2-71p-bg-30p-music-50pbnk1n.mp3","summary":"Markets have remained relatively resilient as oil prices soften on renewed hopes surrounding the US-Iran negotiations. But beneath the surface, the macro backdrop remains fragile. In our charts this week: • Europe remains vulnerable to higher energy prices• US consumer confidence continues to weaken• Not yet close to the pandemic-era liquidity shock• Broad money growth remains subdued• AI infrastructure investment continues to surge• Semiconductor demand still powering ahead The global economy remains caught between two powerful and competing forces: renewed geopolitical and energy-related inflation risks on one side and a historic AI-driven investment and infrastructure boom on the other.","meta_description":"Markets have remained relatively resilient as oil prices soften on renewed hopes surrounding the US-Iran negotiations. But beneath the surface, the macro…","key_points":[],"chapters":[],"topics":[],"duration_seconds":637,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/macro-pulse-6609925/episodes/the-ai-boom-meets-inflation-angst/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/the-ai-boom-meets-inflation-angst.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}