Podcast Episodes
Back to SearchGlobal Data Pod Weekender: Vibe check
Episode 426
The view is tracking a cyclical lift that comes with job growth, which in turn will amplify already elevated inflation concerns and spark a central b…
1 month, 1 week ago
Global Data Pod: Solid growth and clarity of speech in W. Europe
Episode 425
Greg Fuzesi and Allan Monks discuss the solid 2Q26 GDP reports and the (relative) clarity of central bank speak in Western Europe.
This podcast was …
1 month, 1 week ago
Global Data Pod: Inflation Monitor: Inflation down, but not out
Episode 424
Nora Szentivanyi is joined by Greg Fuzesi and Michael Hanson to discuss the latest inflation developments and the outlook for the second half. The pu…
1 month, 1 week ago
Global Data Pod Weekender: The eagle and snake
Episode 423
The outlook has been viewed through the lens of a strong cyclical lift clashing with a set of geopolitical drags. The past week has delivered positiv…
1 month, 2 weeks ago
Global Data Pod: The starting point is good and that matters
Episode 422
Greg Fuzesi and Allan Monks discuss the latest on the Western European economy, which is seeing improving growth face off against yet another energy …
1 month, 2 weeks ago
Global Data Pod Weekender: One-and-a-half-handed economists
Episode 421
While there are considerable crosscurrents on both the growth and inflation fronts, our views remain squarely focused on resilient global growth (wit…
1 month, 3 weeks ago
Global Data Pod: Growth upsides, Hormuz relapse, ECB pause and a new UK PM
Episode 420
Greg Fuzesi and Allan Monks continue to discuss upside risks to growth (despite the renewed tensions in Hormuz), and they preview next week’s ECB mee…
1 month, 3 weeks ago
Global Data Pod Weekender: Who, me? Worry?
Episode 419
In our forecast, which the consensus and market have come to over the past months (resilient growth, sticky inflation, hawkish central banks), the di…
2 months ago
Global Data Pod: Upside growth risks in the Euro area as Le Pen runs
Episode 418
This week, Greg Fuzesi and Raphael Brun-Aguerre discuss whether the latest data out of the Euro area raise upside risks to growth and what the Le Pen…
2 months ago
Global Data Pod Weekender: Being there
Episode 417
An interesting week leads us to trim both upside but also downside risks. The balance is still in some question, with the potential for a little upsi…
2 months, 1 week ago