Podcast Episodes
Back to SearchGlobal Data Pod Weekender: Weak payrolls, more Fed
Episode 364
Although this week’s business surveys sent an upbeat growth signal, the message from labor market reports in the US and elsewhere dominates risk asse…
1 year ago
Global Data Pod Weekender: Resilience and discontent
Episode 363
Despite a softening US labor market and a downshift in global industry and trade, the global economy looks resilient with the US tracking above-trend…
1 year ago
Global Data Pod Weekender: Additional renovations on C-street
Episode 362
Global industry is stalling at midyear and we look for the soft patch to continue as the trade war bites and global capex growth softens. The Fed loo…
1 year, 1 month ago
Global Data Pod Research Rap: The shifting nature of China’s global inflation drag
Episode 361
Nora Szentivanyi and Tingting Ge discuss their latest research on China’s evolving role in global goods disinflation, the impact of higher US tariffs…
1 year, 1 month ago
Global Data Pod Weekender: Downside risks re-emerge
Episode 360
First-half resilience and robust risk markets have challenged our forecast for a sharp deceleration in 2H25 and tempered risks of recession. This wee…
1 year, 1 month ago
Global Data Pod: EM capital flows discontented we remain
Episode 359
Jahangir Aziz and Katie Marney discuss sluggish EM capital flows against a backdrop of trade uncertainty, risks to global growth, elevated treasury y…
1 year, 1 month ago
Global Data Pod Weekender: Fake it till you make it
Episode 358
As trade (hand-shake) deals get made, it is looking increasingly likely that the effective tariff rate is going to settle very close to the 22% rate …
1 year, 1 month ago
Global Data Pod Weekender: Inflation, politics, and central banking
Episode 356
The latest data keep the inflation and growth backdrop challenging for central banks. Politics are an added wrinkle for the Fed.
Speakers:
Bruce Ka…
1 year, 1 month ago
Global Data Pod Research Rap: Inflation monitor: June 2025
Episode 355
Nora Szentivanyi is joined by Michael Hanson to discuss key takeaways from the June CPI reports and key drivers shaping the outlook. Global core infl…
1 year, 1 month ago
Global Data Pod Weekender: Let me count the ways
Episode 354
Our global forecast looks for a sharp slowing in growth in the coming months, concentrated in the US. Despite this contrasting with the more benign o…
1 year, 2 months ago