All Episodes
Macro Pulse — 146 episodes
Still Standing
Tension Beneath the Surface
Risks Build, Markets Shrug
From Oil Shock to Policy Dilemma
A Supply-Constrained World Comes into Sharper Focus
Energy Shock — Early Signals, Uncertain Fallout
Geopolitics Meets the Global Economy
Shockwaves from the Gulf
The AI Undercurrent
AI, Policy Easing and a Shifting Risk Premium
In Conversation with Data Partner: ADP Research
Weaker Dollar, Stronger Tech
Between Optimism and Uncertainty
Cooling Inflation, Diverging Growth
The Upside Risks
The Downside Risks
Diverging Paths, Converging Risks
In Conversation with Data Partner: D&B's Global Business Survey Data
The Year Ahead
The Year in Review
Optimism with caveats
Risks and Relief
Momentum With Caveats
Shutdowns and Shake-Ups
Signals, Surprises and Shifts
Resilient Activity, Noisy Policy
Faith in the Fed, Faith in Fiber
Labouring the point
A Few Cuts More
In Conversation With Data Partner: The Conference Board of Canada
Cracks Beneath The Shine
What gives?
Downside Risks
Headwinds and Heatwaves
Calmer on the surface, cracks beneath
Conflict, energy and constraints
Rare earths, the supply side and energy
Fault Lines and Rate Cuts
The Yield Awakening
Uncertainty Lingers
Sentiment Up, Forecasts Down
Tariff Truce, Tenuous Trust
Dollar Dips and Trade Trips
From Blue To Red
Mission Impossible and Fallout
Trade shocks
Tariffs, Tensions, and Trade-Offs
Reversal of fortunes
From Blue to Red
Goodwill Hunting
No Free Lunch
Calm before the storm?
Tariff Trouble
Haver Speaks to Jasper McMahon, Co-Founder and CEO of Now-Casting Economics
Trump cards
Yielding Conclusions
Energy, naturally
Inflated Expectations
The Year Ahead
Leading with a Trump
Uncertainty Is the Easy Part
Data, policy and politics
Sharmila Whelan on India
Following the leader
Fed up with surprises
Where Now for Europe? - Featuring Special Guest George Buckley, Nomura's Chief European Economist
Almost singing the same tune
Communication Challenges
Inflation focus
Back to School
Growth alert
Back to inflation
Summer storms
One up, one down, one no change
It’s the economy, stupid!
Walking a tightrope
Political melodies and macroeconomic harmonies
Global growth concerns
Beyond the headlines
Energising the politics
Politics and Economics
Oil consuming
The Chips Are Up Again
Reversal of fortune
Inflation still holds the key
Policy Surprises Versus Data Surprises
Flash Dance
Geopolitics, oil, the IMF and China
Oil in the price
Something for everyone
The soft landing narrative (again)
Up, down, and somewhere in between
Not too shocking
Goldeneyes
When the chips are up
Navigating cyclical and structural headwinds
Inflation alarm
Producing versus consuming
1 Feb 2024: Seeing Red and Green
Lingering Concerns
Contained for now
Questioning the consensus
Soft Landing Narratives
The Year in Review
Stepping back
Inflation relief
Oiling the wheels
The Fed, forecasts and finance
Heating up
Gauging geopolitical risks
Geopolitics, IMF forecasts and China
Unyielding
Trading places
Higher for Longer
A troublesome consensus
More stormy waters
Some necessary re-balancing
What will drive global growth?
Sour, bitter and sweet but not that spicy
Goldilocks, or not?
Close to completion?
Energy matters
Rising in the West, falling in the East
Signs of normalisation
Are we nearly there yet?
Charts of the Week: Growth and policy decoupling
Charts of the Week: The potency of policy
Unveiling this Week’s Charts: Pausing, peaking or pursuing?
Fading supply chain pressures, inventory imbalances and ebbing PPI inflation
Global vulnerabilities, inflation, credit and labour markets
Latest Charts | Market Jitters, a Tighter Fed, and Inflation Angst
Episode - 19 May 2023
Podcast Episode - 12 May 2023
Podcast Episode - 5 May 2023
Podcast Episode - 28 April 2023
Episode - 21 April 2023
Episode - 14 April 2023
Podcast - 6 April 2023
Podcast - 31 March 2023
24 March 2023
17 March 2023
10 March 2023
3 March 2023
24 Feb 2023
17 Feb 2023
Charts of the Week Podcast - 10 Feb 2023