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Haver Analytics

Haver Analytics is the premier provider of global economic and financial data, delivering timely and accurate time series data to a wide range of clients, including central banks, government agencies, financial institutions, and academic institutions. Founded in 1969, Haver is a privately held company headquartered in New York City with offices around the world.

Haver Analytics also offers a variety of other products and services, including:

• Data visualization and analysis tools
• Data integration and management services
• Custom data solutions
• Training and consulting services

Get in touch: sales@haver.com
Visit our website: www.haverproducts.com

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  • 26 episodes
  • weekly
  • Avg 12 min
  • English

Episodes 26

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  • #145
    May 7 · 12 min

    Still Standing

    Talk of a potential easing in Middle East tensions has steadied markets. But scratch the surface, and the macro picture remains far from settled. This week’s charts highlight the growing tension: • Global manufacturing holding up — despite higher energy prices • Shipping costs rising — supply chains tightening again • Oil production constrained — logistics, not demand, the issue • Policy expectations shifting — tilt back toward tightening risk • US bank lending standards – in neutral for now • Wage pressures still elevated — particularly in the UK The takeaway? Markets are still standing — but the balance between growth and inflation is becoming increasingly fragile.

  • #144
    April 30 · 11 min

    Tension Beneath the Surface

    Despite persistent geopolitical tensions, higher energy prices, and a packed week of central bank decisions (Fed, ECB, BoE, BoJ), financial markets have remained remarkably resilient. But beneath that surface calm, the data are starting to tell a more complicated story. This week’s charts highlight the growing tension: Front-end yields repricing “higher for longer” Real-time US recession risks — contained A divergence in consumer confidence (US vs Europe) Tighter credit conditions in the euro area An intensifying semiconductor price boom And AI beginning to reshape labour markets The takeaway? Markets may be holding up — but the underlying macro is becoming more finely balanced.

  • #143
    April 23 · 11 min

    Risks Build, Markets Shrug

    Financial markets have remained strikingly calm in recent weeks — despite rising geopolitical tensions in the Middle East, a softening macro narrative, and elevated uncertainty. Volatility is subdued. Financial stress indicators are benign. Equities, for now, are choosing to look through both the conflict and the weaker data. That resilience feels… notable. Because beneath the surface, the macro backdrop is becoming more nuanced — and arguably more fragile. In this week’s charts, we dig into the tension between market calm and macro reality: • The IMF’s latest global outlook — and what it says about the direction of travel • Financial stress gauges — still quiet, but for how long? • Growth and inflation surprises vs. market volatility — a widening disconnect • Inflation nowcasts — early signals on where prices are heading next • Energy pass-through — the lingering impact of recent shocks • Germany’s ZEW survey — sentiment at the heart of Europe

  • #142
    April 9 · 11 min

    From Oil Shock to Policy Dilemma

    Signs of de-escalation in the Middle East have triggered a relief rally across financial markets—equities higher, yields retracing, volatility easing. But beneath the surface, the macro story is far from settled. In our Charts of the Week, we explore how the shock is beginning to ripple through markets, policy expectations and the real economy: • Global growth and inflation surprises • Shifting monetary policy expectations • Energy shocks and central bank reaction functions • Real yields vs inflation expectations • Diverging electricity prices • Structural differences in energy capacity

  • #141
    March 26 · 11 min

    A Supply-Constrained World Comes into Sharper Focus

    Markets may be taking some comfort from tentative de-escalation signals in the Middle East, but the economic aftershocks are still working their way through—via energy prices, supply chains and heightened geopolitical risk. This week’s charts focus on: • The global business cycle — momentum vs resilience • Elevated (and increasingly structural) uncertainty • Renewed supply chain stress • A more complex and uncertain policy backdrop • Questions around monetary policy credibility • Oil prices vs still-anchored inflation expectations A global economy that’s still running—but more fragile, more supply-driven, and harder to manage.

  • #140
    March 19 · 10 min

    Energy Shock — Early Signals, Uncertain Fallout

    The sharp escalation in Middle East tensions is already reverberating through global markets — pushing energy prices higher, exposing the world economy’s deep reliance on fossil fuels, and prompting a rethink of how far and how fast central banks can ease. In this week’s charts, we unpack the macro implications through: Geopolitical risk dynamics The global energy mix Energy use and real oil prices Short-end bond yield repricing European sentiment China’s investment pulse Still early days — but the direction of travel is becoming clearer.

Showing 21–26 of 26 episodes