{"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":156,"summary":"Weekly charts and commentaries on the global economy.","last_synced_at":"2026-07-31T02:21:06.810033+00:00","page_url":"https://stenobird.com/podcast/macro-pulse-6609925"},"episode":{"title":"The Price of an Investment Boom","slug":"the-price-of-an-investment-boom","published_at":"2026-07-30T14:00:40+00:00","page_url":"https://stenobird.com/podcast/macro-pulse-6609925/the-price-of-an-investment-boom","show_page_url":"https://stenobird.com/podcast/macro-pulse-6609925","url":"https://haveranalytics.podbean.com/e/the-price-of-an-investment-boom/","audio_url":"https://mcdn.podbean.com/mf/web/wcawjx79v2mf7h6f/30_July_2026_COTW_Podcastbm68b.mp3","summary":"The Federal Reserve held rates again this week, but the more consequential story is the investment cycle now lifting the real cost of capital — and whether all that spending will pay off. This week's charts trace it from the Fed to the physical constraints that will decide the outcome: Fed holds a fifth time, but on a divided vote Real yields at a two-decade high — driven by growth, not inflation July flash PMIs show a manufacturing-led upturn G4 manufacturing orders have turned firmly higher The equity–bond correlations that broke in 2022 have reverted Baltic energy freight surges while dry bulk stays calm","meta_description":"The Federal Reserve held rates again this week, but the more consequential story is the investment cycle now lifting the real cost of capital — and whethe…","key_points":[],"chapters":[],"topics":[],"duration_seconds":715,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/macro-pulse-6609925/episodes/the-price-of-an-investment-boom/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-price-of-an-investment-boom.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}