Podcast Episodes
Back to SearchGlobal Data Pod Weekender: September song
Episode 436
The tide on central bank tightening has turned and we see the September hikes from the ECB, Fed, and BoJ as the start of a broad tightening cycle.
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12 hours ago
Global Data Pod: The ECB is on the move, will the BoE follow?
Episode 435
Greg Fuzesi and Allan Monks discuss this week’s hawkish ECB and next week’s (potentially) hawkish BoE.
This podcast was recorded on Sept 11, 2026. …
17 hours ago
Global Data Pod Weekender: Labor day
Episode 434
Today’s employment report aligned labor demand more closely with the positive cyclical dynamics seen in both US and global activity this quarter. Whi…
1 week ago
Global Data Pod: A second ECB hike and still not done
Episode 433
Greg Fuzesi and Raphael Brun-Aguerre discuss the latest news on growth and inflation, and preview next week’s ECB policy meeting.
This podcast was…
1 week ago
Global Data Pod: Inflation Monitor - Core goods inflation firms as services cool
Episode 432
Global headline inflation cooled in July but is set to reaccelerate in August as higher energy prices reverse the recent decline. Food inflation has …
1 week, 1 day ago
Global Data Pod: Türkiye and Kazakhstan - Disinflation at crossroads
Episode 431
In this episode, Nicolaie Alexandru-Chidesciuc, Fatih Akcelik, and Khamza Sharifzoda examine the diverging inflation trajectories of Türkiye, where d…
1 week, 3 days ago
Global Data Pod Weekender: Beachside banter
Episode 430
While the soft July data made us a little nervous, the August data is rebuilding confidence in a cyclical lift. As the business cycle regains its swa…
3 weeks ago
Global Data Pod: Western Europe motors on
Episode 429
Greg Fuzesi and Raphael Brun-Aguerre discuss the positive growth signals out of Western Europe and whether that will push the more reluctant central …
3 weeks ago
Global Data Pod: Will Georgia Get a Rating Upgrade?
Episode 428
Georgia’s economy continues to defy expectations, with growth remaining exceptionally strong, despite a challenging external backdrop. In this episod…
3 weeks, 4 days ago
Global Data Pod Weekender: Mixed nuts
Episode 427
A week of mixed signals on our call for a cyclical lift has us scratching our heads. The surveys for July are flashing green for a strong pickup in t…
1 month ago