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Listen "Headwinds and Heatwaves"
Episode Synopsis
Financial markets have remained generally buoyant in recent days, with global equity indices advancing on the back of relatively upbeat global growth data, benign European inflation readings and the prospect of further policy easing from major central banks. In our charts this week we focus on:
The global policy rate consensus
The dollar and data surprises
Stagflation risks
US port congestion
Global warming
Productivity losses from heat stress
The global policy rate consensus
The dollar and data surprises
Stagflation risks
US port congestion
Global warming
Productivity losses from heat stress
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The Year Ahead
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The Year in Review
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Optimism with caveats
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Risks and Relief
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In God we trust