Podcast Episodes
Back to SearchGlobal Data Pod Weekender: Exceptionalism that disproves the rule
Episode 324
In a week of news regarding ongoing resilient growth and still-solid inflation, our key call of a Trump-lite policy outcome this year is being severe…
1 year, 3 months ago
Global Data Pod Research Rap: North America’s Fraught Tariff Adventure
Episode 323
Michael Hanson, senior US and Canadian economist, and Gabriel Lozano, Head of Mexico Economics, discuss their latest Research Note on the Trump admin…
1 year, 3 months ago
Global Data Pod Weekender: All day long in fog and wind
Episode 322
While absent of immediate trade war, the start of the Trump administration brought little clarity to the US policy path ahead, and we do not change o…
1 year, 3 months ago
Global Data Pod Weekender: Let the games begin
Episode 321
Monday’s Inauguration Day in the US will not be a lifting of the policy fog that many are hoping for but rather just the start of a broad set of swee…
1 year, 4 months ago
Global Data Pod Research Rap: More Trump tariffs
Episode 320
Jahangir Aziz joins Nora Szentivanyi to discuss the outlook for US trade policy, its impact on the rest of the world and how views on tariffs have ev…
1 year, 4 months ago
Global Data Pod Weekender: The known unknowns
Episode 319
Recent data support our long-standing view for resilient growth, elevated sticky inflation, and constrained central bank easing. The known unknowns a…
1 year, 4 months ago
Global Data Pod Research Rap: Making Asia vulnerable again
Episode 318
Sajjid Chinoy joins Nora Szentivanyi to discuss the outlook for EM Asian economies in 2025. The tech cycle upswing, underpinned by AI-related demand,…
1 year, 4 months ago
Global Data Pod Weekender: Testing time
Episode 317
A number of elements of our high-for-long rate narrative will be tested by data and policy guidance this quarter. We will receive greater clarity on …
1 year, 4 months ago
Global Data Pod Weekender: Making a list, checking it twice
Episode 316
Global industry is getting a boost from firming final demand. We are bullish for manufacturing in the coming months—to be supported by next week’s ex…
1 year, 5 months ago
Global Data Pod Research Rap: EM-China dependency amid trade wars
Episode 315
Nora Szentivanyi, Vinicius Moreira & Tingting Ge. Despite a slowing in China’s headline GDP growth post-pandemic, Emerging Market (EM) commodity expo…
1 year, 5 months ago