Podcast Episodes
Back to SearchGlobal Data Pod Research Rap: Inflation Monitor: Stuck at 3%
Episode 376
Nora Szentivanyi and Michael Hanson discuss the latest global CPI reports and the implications for central banks. We also delve deeper into the topic…
6 months, 2 weeks ago
Global Data Pod Edge: Africa is building back better
Episode 374
Gbolahan Taiwo and Katie Marney discuss the improving outlook for African economies. Fiscal, monetary and FX reforms, rebuilt external reserves, impr…
6 months, 2 weeks ago
Global Data Pod Weekender: Views from the Upside Down
Episode 373
After two weeks off, the Weekender returns with an exploration of the upside and downside risks to the growth outlook and the implications of each fo…
6 months, 3 weeks ago
Global Data Pod Weekender: You can’t get there from here
Episode 372
Debate over the growth picture continues with global expenditure data through September showing resilience but the labor market a key area of weaknes…
7 months ago
Global Data Pod Weekender: Just how symmetric are risks, really?
Episode 371
A case is made that the US floor is low but the ceiling is high, while the range for the rest of the world is narrower. A counter argument is that th…
7 months, 1 week ago
Global Data Pod Weekender: If data falls in the woods…
Episode 370
The US shutdown leaves us with limited visibility at an important juncture in the global outlook. There are reasons to believe that the factors of li…
7 months, 2 weeks ago
Global Data Pod Weekender: Strong but shaky growth
Episode 369
The global expansion is now tracking a strong 3Q outturn, led by a robust increase in the US. The contrast of this strength with a near-stall in glo…
7 months, 3 weeks ago
Global Data Pod Research Rap: Inflation monitor: Food and energy add to sticky core
Episode 368
Nora Szentivanyi and Raphael Brun-Aguerre discuss their takeaways from the latest CPI reports, the key drivers shaping the outlook, and implications …
7 months, 3 weeks ago
Global Data Pod Research Rap: The growth effects of AI capex
Episode 367
Abiel Reinhart joins Nora Szentivanyi to discuss the recent surge in tech-related business investment, its impact on US growth, and what it might mea…
7 months, 4 weeks ago
Global Data Pod Weekender: A riddle wrapped in a mystery
Episode 366
Despite resilience through 3Q, we maintain that drags are building and still see recession odds at 40%. Heightened labor market risk was enough to ge…
8 months ago