Podcast Episodes

Global Data Watch Weekender: Look inna yuh crystal ball, culture man

Episode 387

Strong global momentum at the start of the year is coming alongside rising commodity prices and a falling dollar. Is there a signal there? Can the EM…

3 months, 3 weeks ago

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Global Data Watch Weekender: The shadow knows

Episode 386

Further year-end confirmation of a robust global consumer (outside China) supports the call that the expansion is weathering the various US policy ri…

3 months, 4 weeks ago

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Global Data Watch Weekender: The more things change…

Episode 385

Resilience in consumer spending has been an important foundation for growth in 2025. Absent a pickup in hiring, this cannot be sustained. Is the stag…

4 months ago

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Global Data Pod Weekender: We’re back, baby!

Episode 384

The outlook for growth in 2026 is almost the same as for 2025. But the similarities end there, as growth in 2025 was imbalanced in a number of ways a…

4 months, 1 week ago

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Global Data Pod Research Rap: Inflation monitor: Fade 4Q momentum slide

Episode 383

Nora Szentivanyi is joined by Michael Hanson and Raphael Brun-Aguerre to discuss the 2026 inflation outlook and what we are learning from the latest …

4 months, 2 weeks ago

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Global Data Pod Weekender: Kicking the tires

Episode 381

Kicking the tires
After two weeks off, the Weekender picks back up with a chat about the data in recent weeks and a probing of the upside and downsid…

5 months, 1 week ago

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Global Data Pod: Steppe Forward into Oasis: Kazakhstan and Uzbekistan 2026 outlook

Episode 380

Kazakhstan and Uzbekistan have captured the attention of global investors in 2026. In this episode, Anatoliy Shal, Khamza Sharifzoda, and Nicolaie Al…

5 months, 2 weeks ago

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Global Data Pod Weekender: Giving thanks for data

Episode 379

The data of activity past has begun. This week’s payroll report is only one month and stale (Sept), but on the margin tempers some downside risk. Com…

6 months ago

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Global Data Pod Weekender: The tick-tock of data watching

Episode 378

The balance of risks has been buffeted by resilient spending and survey data (the tick) and weak labor market data (and the tock). After a tick of so…

6 months, 1 week ago

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Global Data Pod Weekender: You can’t handle the truth!

Episode 377

Testing views, with continued uncertainties around the US labor market exacerbated by the government shutdown offset by better business surveys and i…

6 months, 2 weeks ago

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