Podcast Episodes
Back to SearchGlobal Data Pod Weekender: The kindness of strangers
Episode 314
The latest data support our call for resilient, albeit divergent, growth. The PMIs for last month show global GDP tracking a strong, above potential …
1 year, 5 months ago
Global Data Pod: Western European Economic and Rates Outlook 2025 - Storm Clouds Gathering
Episode 313
Ravi Balakrishnan and Francis Diamond discuss a deep dive into the growth, inflation, and rates outlook for the Euro area, UK, and Sweden, and variou…
1 year, 5 months ago
Global Data Pod Research Rap: Inflation Monitor
Episode 312
Nora Szentivanyi and Michael Hanson discuss their key takeaways from the October CPI reports and the outlook for the coming year. Global core inflati…
1 year, 5 months ago
Global Data Pod Weekender: Frog in the jacuzzi
Episode 311
We published our year-ahead outlook this week and discuss the key points in the latest Weekender. Against a backdrop of our high-for-long soft-landin…
1 year, 6 months ago
Global Data Pod Research Rap: Greater China 2025 macro outlook
Episode 310
Haibin Zhu, joined by Grace Ng and Tingting Ge, will discuss what the red sweep and tariff war 2.0 risk means for China, and implications on Taiwan a…
1 year, 6 months ago
Global Data Pod EM Edge: Don’t judge a book by its cover
Episode 309
Katie, Nicolaie and Steven debate exposures across EM Edge to the potential policy shifts of a second Trump administration. EM Edge would seem the mo…
1 year, 6 months ago
Global Data Pod Weekender: Vibe check on deck
Episode 308
The combination of resurgent consumer spending and persistently sticky inflation near 3% is challenging consensus calls for Goldilocks. Next week’s f…
1 year, 6 months ago
Global Data Pod Weekender: Diversity, exceptionalism, and inflation
Episode 307
Bruce Kasman and Joe Lupton discuss how the US election is a material shock to the baseline, but one that reinforces our view that pushed back agains…
1 year, 6 months ago
Global Data Pod Weekender: Anticipation forward points the view
Episode 306
Ahead of the all-important US election, the data tracking at the start of 4Q is mixed but supportive of a resilient expansion. A noisy October US lab…
1 year, 6 months ago
Global Data Pod US: Data Drop – October Jobs Report Recap
Episode 305
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Strategy, discuss the October jobs report.
Speakers:
Michael Feroli
Saman…
1 year, 6 months ago