Podcast Episodes
Back to SearchGlobal Data Pod Research Rap: Inflation Monitor
Episode 343
Nora Szentivanyi and Michael Hanson discuss key takeaways from the latest Global Inflation monitor and the impact of tariffs on inflation in the US and the rest of the world. After a broad-based upsi…
Published on 4 months ago
Global Data Pod Weekender: Short-term pain, long-term stain
Episode 342
The hard data continue to highlight strength but it increasingly looks like we are reaching peak front-loading. The survey data are falling faster and point to a material deceleration. Whether this t…
Published on 4 months, 1 week ago
Global Data Pod Research Rap: US-China: cost advantage and mutual dependence
Episode 341
China economists Haibin Zhu and TingTing Ge join Nora Szentivanyi to discuss the impact of a 100%+ US tariff rate on China's cost competitiveness on the US market and the scope for US-China trade to …
Published on 4 months, 1 week ago
Global Data Pod Weekender: Turn of the screw
Episode 340
Bruce Kasman and Joe Lupton discuss how the goods sector activity boomed through 1Q but the signal to take is far less clear, particularly as sentiment looks to be souring. We maintain our recession …
Published on 4 months, 2 weeks ago
Global Data Pod Weekender: When elephants fight
Episode 339
Bruce Kasman is joined by Joe Lupton and Jahangir Aziz to discuss the post-Liberation Day back-peddling that has led some to breathe a sigh of relief. Not us. A 10% universal tax is still a very larg…
Published on 4 months, 3 weeks ago
Global Data Pod Weekender: That’s gonna leave a mark
Episode 338
A dramatic shift from the Trump administration toward less business-friendly policies leads us to revise up our already above-consensus recession odds to 60%. Along with the magnitude, the design of …
Published on 5 months ago
Global Data Pod Weekender: Debating the R word
Episode 337
Our baseline forecast incorporates sustained expansion but recession risks have become elevated – to a 40% probability – on concerns that aggressive US policies hit business and household sentiment. …
Published on 5 months, 1 week ago
Global Data Pod Research Rap: Inflation Monitor
Episode 336
Nora Szentivanyi joins Bruce Kasman to discuss key takeaways from the latest Global Inflation Monitor and how the incoming data and tariff news are shaping our inflation views. Global goods prices ar…
Published on 5 months, 1 week ago
Global Data Pod Weekender: Front-loading
Episode 335
Risks to the global expansion are elevated in the face of a broadening trade war, but incoming news highlights a still underlying resilient expansion. The trade drag weighing down 1Q25 US growth is r…
Published on 5 months, 2 weeks ago
Global Data Pod Weekender: Fear is the expansion killer
Episode 334
The data through January tell a story of a moderating expansion, but the ongoing US policy turmoil is weighing on February sentiment readings. Absent a détente in the US war on trade and other domest…
Published on 5 months, 3 weeks ago