Podcast Episodes
Back to SearchGlobal 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…
1 year, 2 months ago
Global Data Pod Weekender: Trump sees his shadow, 4 more weeks of tariff exemptions
Episode 333
A tumultuous week in the US trade war leaves the world only with modestly higher tariffs on China but more downside risk. While tariffs on USMCA-comp…
1 year, 2 months ago
Global Data Pod Research Rap: Sticky inflation meets tariffs
Episode 332
Nora Szentivanyi is joined by Greg Fuzesi and Michael Hanson to discuss the key takeaways from our latest Global Inflation Monitor and inflation risk…
1 year, 2 months ago
Global Data Pod Research Rap: Some Unpleasant Tariff Arithmetic
Episode 331
Michael Hanson and Murat Tasci, of the US Economics team, discuss their latest Research Note on the challenges for meeting the many disparate objecti…
1 year, 2 months ago
Global Data Pod Weekender: When worlds collide
Episode 330
We see more momentum loss in the data and question how much is noise and how much is signal; we also question what that signal is if any. This then s…
1 year, 2 months ago
Global Data Pod EM Edge: Collateral Damage
Episode 329
Nicolaie, Katie, Gbolahan and Steven debate exposures across EM Edge from policy actions taken by the Trump administration around FDI, trade and aid …
1 year, 2 months ago
Global Data Pod Weekender: How you like me now?
Episode 328
The cyclical momentum into year-end is losing some steam at the start of the year—how much so is debatable. Uncertainties around US policy are the ke…
1 year, 3 months ago
Global Data Pod Weekender: Maybe not today, maybe not tomorrow but soon and for the rest of your life
Episode 327
The latest data show downside surprises to growth and upside surprises to inflation. However, with so much noise at the start of the year, it is hard…
1 year, 3 months ago
Global Data Pod Weekender: Don't look down
Episode 326
Bruce Kasman is joined by Joe Lupton to discuss how the global expansion remains on solid footing for now. According to this week’s January surveys, …
1 year, 3 months ago
Global Data Pod Research Rap: A testing time for core inflation
Episode 325
Tariffs could lift global inflation this year, but business cycle dynamics are likely to play an important role in driving core inflation performance…
1 year, 3 months ago