About this episode

The episode discusses the resilience of financial markets amidst various economic indicators and geopolitical risks.

US PMIs positive on stock builds; Japan factory PMIs positive on both export & local orders; Airbus wins in China; Hormuz traffic at crawl & risk.

More episodes of Economy Watch

• US credit card debt leaps · May 7, 2026 · 6 min
• Without any cards, Trump does u-turn · May 6, 2026 · 6 min
• Markets act as though Hormuz is settled · May 5, 2026 · 6 min
• Compounding exposure · April 30, 2026 · 6 min
• Airlines become the canary of the global economy · April 29, 2026 · 5 min
• Fallout from oil price rises spreads · April 28, 2026 · 5 min

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