Podcast Episodes
Back to SearchGlobal Data Pod Weekender: Wobble, wobble
Episode 407
After the data in recent weeks underscoring the cyclical uplift in the global economy since the start of the year, this week’s DM flash PMIs and Chin…
15 hours ago
Global Data Pod Weekender: Le coût de la vie
Episode 406
Inflation is playing a dual role at present. First, as a driver of spending that is boosting the cost of living via higher energy prices. Second, as …
1 week, 1 day ago
Global Data Pod: The Changing Chessboard of the South Caucasus
Episode 405
In this episode, we unpack how the war in the Middle East has been shaping the economic outlook for Azerbaijan, and why — perhaps surprisingly — it h…
1 week, 2 days ago
Global Data Pod Weekender: Save poor Bob if you please
Episode 404
The global economy is approaching a crossroad as the Strait of Hormuz remains closed and the threat of reaching operational stress levels is now only…
3 weeks, 1 day ago
Global Data Pod Research Rap: Inflation monitor: Headline surges, core moderates
Episode 403
Nora Szentivanyi is joined by Greg Fuzesi and Mike Hanson to discuss takeaways from the latest CPI reports, the outlook for inflation and central ban…
3 weeks, 3 days ago
Global Data Pod Weekender: How bad could it get?
Episode 402
With the reversal of last week’s joint statement on opening the Strait of Hormuz and yet one more week closer to damaging quantity constraints, we re…
4 weeks ago
Global Data Pod Weekender: Much ado about oil
Episode 401
While not out of the woods, the tail risk around the Middle East shock has faded materially for now. This brings the conversation back to tracking th…
1 month ago
Global Data Pod Weekender: On the strait and harrow
Episode 400
The fragile cease-fire has not opened the strait or even ended hostilities fully, but the hint of an end keeps our outlook on a path for energy price…
1 month, 1 week ago
Global Data Pod Weekender: All’s unclear that ends unclear
Episode 399
The data in hand continue to paint a picture of solid momentum in activity at the start of the year. However, while today’s US payroll report was enc…
1 month, 2 weeks ago
Global Data Pod Weekender: That's gonna leave a mark
Episode 398
The energy price shock is finishing its fourth week and the risks of material macro damage are rising. Until then the baseline of Brent oil prices th…
1 month, 3 weeks ago