Podcast Episodes

Global Data Pod Weekender: Weak payrolls, more Fed

Episode 364

Although this week’s business surveys sent an upbeat growth signal, the message from labor market reports in the US and elsewhere dominates risk assessments and the direction central banks will trave…

Published on 9 hours ago

Global Data Pod Weekender: Resilience and discontent

Episode 363

Despite a softening US labor market and a downshift in global industry and trade, the global economy looks resilient with the US tracking above-trend growth this quarter. With tariff and immigration …

Published on 1 week ago

Global Data Pod Weekender: Additional renovations on C-street

Episode 362

Global industry is stalling at midyear and we look for the soft patch to continue as the trade war bites and global capex growth softens. The Fed looks likely to restart its easing cycle in September…

Published on 4 weeks ago

Global Data Pod Research Rap: The shifting nature of China’s global inflation drag

Episode 361

Nora Szentivanyi and Tingting Ge discuss their latest research on China’s evolving role in global goods disinflation, the impact of higher US tariffs on China’s trade with the rest of the world, its …

Published on 4 weeks ago

Global Data Pod Weekender: Downside risks re-emerge

Episode 360

First-half resilience and robust risk markets have challenged our forecast for a sharp deceleration in 2H25 and tempered risks of recession. This week’s news on global industry and the US labor marke…

Published on 1 month ago

Global Data Pod: EM capital flows discontented we remain

Episode 359

Jahangir Aziz and Katie Marney discuss sluggish EM capital flows against a backdrop of trade uncertainty, risks to global growth, elevated treasury yields, and a weaker dollar. EM capital flows have …

Published on 1 month, 1 week ago

Global Data Pod Weekender: Fake it till you make it

Episode 358

As trade (hand-shake) deals get made, it is looking increasingly likely that the effective tariff rate is going to settle very close to the 22% rate initially announced on April 2. And yet, the globa…

Published on 1 month, 1 week ago

Global Data Pod Weekender: Inflation, politics, and central banking

Episode 356

The latest data keep the inflation and growth backdrop challenging for central banks. Politics are an added wrinkle for the Fed.

Speakers:

Bruce Kasman

Joseph Lupton

This podcast was recorded on …

Published on 1 month, 2 weeks ago

Global Data Pod Research Rap: Inflation monitor: June 2025

Episode 355

Nora Szentivanyi is joined by Michael Hanson to discuss key takeaways from the June CPI reports and key drivers shaping the outlook. Global core inflation remains stuck close to a 3%ar following a br…

Published on 1 month, 2 weeks ago

Global Data Pod Weekender: Let me count the ways

Episode 354

Our global forecast looks for a sharp slowing in growth in the coming months, concentrated in the US. Despite this contrasting with the more benign outlook apparent in risk markets, we see downside r…

Published on 1 month, 3 weeks ago