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Listen "Following the leader"
Episode Synopsis
A soft landing narrative has continued to shape sentiment in financial markets over recent days, supported by several factors. These include upbeat corporate earnings news, a sharp drop in oil prices, weaker-than-expected inflation data and US labour market resilience. In our charts this week we focus on:
· Oil prices and yields
· UK inflation
· China and traded goods price inflation
· EM portfolio flows
· The euro area banking sector
· Global equity sector performance
More episodes of the podcast Macro Pulse
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08/01/2026
The Upside Risks
18/12/2025
The Downside Risks
11/12/2025
Diverging Paths, Converging Risks
04/12/2025
D&B's Global Business Survey Data
26/11/2025
The Year Ahead
20/11/2025
The Year in Review
13/11/2025
Optimism with caveats
30/10/2025
Risks and Relief
23/10/2025
In God we trust