Podcast Episodes

Global Data Pod: A modest moderation in core inflation – are we finally seeing that trend?

Episode 271

Nora Szentivanyi, Senior Global Economist, and Samantha Azzarello, Head of Content Strategy, discuss the latest global inflation report.

This podcast was recorded on June 26, 2024.

This communica…

Published on 1 year, 2 months ago

Global Data Pod Research Rap: Brazil benefitted from the US-China trade war

Episode 270

Vinicius Moreira and Tingting Ge join Nora Szentivanyi to discuss how the shift in China’s commodity imports away from the US have benefitted key commodity producers such as Brazil. Since the 2018 tr…

Published on 1 year, 2 months ago

Global Data Pod Weekender: The soft part of a soft landing

Episode 269

After a consequential week on inflation, this week focuses on growth tracking. Global IP is on track for a bounce this quarter, as expected, but a softening in consumer goods spending raises some con…

Published on 1 year, 2 months ago

Global Data Pod Weekender: Can you hear me now?

Episode 268

In a consequential week for the US, the first soft inflation print in five months gave the Fed and markets some relief. The Fed remained cautious but hopeful with an unchanged narrative: still eyeing…

Published on 1 year, 2 months ago

Global Data Pod Weekender: Global expansion takes a breath

Episode 267

After a month of data tilting a bit softer, this week’s news reaffirmed the resilience in the global expansion. A strong set of PMIs were capped off by a strong US payroll report. With fading fears o…

Published on 1 year, 2 months ago

Global Data Pod US: Data Drop – May Jobs Report Recap

Episode 266

Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Strategy, discuss the May jobs report.

This podcast was recorded on June 7, 2024.

This communication is provided for in…

Published on 1 year, 2 months ago

Global Data Pod Weekender: A macro potpourri

Episode 265

In a data-heavy short week, the latest news points to somewhat softer growth and inflation but none of which alter views of a resilient expansion and sticky elevated inflation that will keep central …

Published on 1 year, 3 months ago

Global Data Pod: April Global Inflation Monitor

Episode 264

Nora Szentivanyi, Senior Global Economist, and Samantha Azzarello, Head of Content Strategy, discuss the latest global inflation report.

Speakers:
Nora Szentivanyi, Senior Global Economist
Samantha…

Published on 1 year, 3 months ago

Global Data Pod Weekender: And now, a word from our PMIs

Episode 263

The May flash PMIs this week add to confidence that US growth is resilient and that Europe is rebounding from last year’s stall. Consumer spending is still a weak point in Europe through last quarter…

Published on 1 year, 3 months ago

Global Data Pod Research Rap: Consumer malaise and the outlook for spending

Episode 262

Joseph Lupton joins Nora Szentivanyi to discuss recent shifts in consumer confidence, its fundamental drivers and the outlook for consumer spending. Macroeconomic fundamentals such inflation, income …

Published on 1 year, 3 months ago