Global Data Pod
Episodes
Global Data Pod Weekender: More than a feeling
18 Oct 2024
Contributed by Lukas
A number of recent developments serve to reduce downside growth risks globally. In part this reflects strong US demand indicators and substantial fron...
Global Data Pod EM Edge: Checking the compass
15 Oct 2024
Contributed by Lukas
Katie, Nicolaie and Steven discuss the latest economic trends in the EM Edge. Inflation for most EM Edge economies, outside of Africa, have converged ...
Global Data Pod Weekender: Respect the tails
11 Oct 2024
Contributed by Lukas
The improving US activity data has trimmed the downside tail, reinforcing views for a Goldilocks-type soft-landing. However, with core inflation runni...
Global Data Pod Research Rap: China’s policy shift
10 Oct 2024
Contributed by Lukas
Haibin Zhu and Nora Szentivanyi discuss China’s latest policy easing measures and what to expect in coming weeks and months. Three aspects of the up...
Global Data Pod Weekender: Schrödinger’s frog
04 Oct 2024
Contributed by Lukas
A much better than expected US payroll report, along with a quick end to the port strike, shift the risk distribution away from recession. Whether thi...
Global Data Pod US: Data Drop – Sept Jobs Recap
04 Oct 2024
Contributed by Lukas
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Strategy, discuss the Sept jobs report. This podcast was recorded on Oc...
Global Data Pod EM Edge: US sunshine
01 Oct 2024
Contributed by Lukas
Growth was relatively strong across the EM Edge economies in 2Q. Nicolaie, Steven and Katie debate the influence that diverging growth risks in US, Ch...
Global Data Pod Weekender: Fish tales
28 Sep 2024
Contributed by Lukas
A set of divergences in the global economy raise tail risks to the expansion. While we see numerous reasons for a soft-landing, next week’s PMIs and...
Global Data Pod Research Rap: Inflation Monitor
24 Sep 2024
Contributed by Lukas
Nora Szentivanyi and Greg Fuzesi discuss their takeaways from the August CPI reports and how the incoming data are shaping the outlook for global infl...
Global Data Pod Weekender: Stepping down
20 Sep 2024
Contributed by Lukas
Bruce Kasman and Jay Barry discuss how the Fed met their expectations for a 50bp rate cut as it shifted its assessment of risk while not materially ad...
Global Data Pod Weekender: A consequential week
14 Sep 2024
Contributed by Lukas
Bruce Kasman is joined by Joe Lupton to discuss how the Fed will take center stage in a week marked by a number of significant central bank decisions ...
Global Data Pod EM Edge: Snakes and ladders
10 Sep 2024
Contributed by Lukas
Speakers Nicolaie Alexandru, EM, Economic and Policy Research Katherine Marney, Emerging Markets Economic and Policy Research Steven Palacio, EM, Ec...
Global Data Pod Weekender: Risky business
06 Sep 2024
Contributed by Lukas
The latest PMIs reinforce the resilience of the global expansion, even if still imbalanced across sectors. While the US has led with the strongest rec...
Global Data Pod US: Data Drop – August Jobs Report Recap
06 Sep 2024
Contributed by Lukas
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Strategy, discuss the August jobs report. This podcast was recorded on ...
Global Data Pod Research Rap: Inflation Monitor
22 Aug 2024
Contributed by Lukas
Nora Szentivanyi, Michael Hanson and Raphael Brun-Aguerre discuss their takeaways from the July CPI reports and how the incoming data are shaping the ...
Global Data Pod Weekender: Not so fast
16 Aug 2024
Contributed by Lukas
Recession risks faded a bit this week as a stronger US consumer and a dip in initial claims combined with a constructive CPI report that gives a green...
Global Data Pod Research Rap: China’s economic challenges and policy dilemma
15 Aug 2024
Contributed by Lukas
Haibin Zhu joins Nora Szentivanyi to discuss China’s economic and policy outlook amid mounting downside risks to growth. Following the latest set of...
Global Data Pod Weekender: The US is still exceptional
09 Aug 2024
Contributed by Lukas
Bruce Kasman is joined by Joe Lupton to discuss how it has been a volatile week in financial markets, with tension between what we assess to be a mode...
Global Data Pod Research Rap: What a faster Fed easing means for EM Asia
08 Aug 2024
Contributed by Lukas
Sajjid Chinoy and Seok Gil Park join Nora Szentivanyi to discuss the implications of a more front-loaded Fed easing path for EM Asia. Soft core inflat...
Global Data Pod Weekender: A bad start to the second half
02 Aug 2024
Contributed by Lukas
The week started and ended soft. On Monday, the global manufacturing PMI tumbled in July, erasing this year’s gain and pointing to a stall in global...
Global Data Pod US: Data Drop – July Jobs Report Recap
02 Aug 2024
Contributed by Lukas
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Strategy, discuss the July jobs report. Speakers: Michael...
Global Data Pod Weekender: Peanuts and crackerjacks
26 Jul 2024
Contributed by Lukas
A disappointing set of flash PMIs challenge our call for a rotation toward better manufacturing relative to services and toward an improved Europe rel...
Global Data Pod: June Global Inflation Report Recap
25 Jul 2024
Contributed by Lukas
Nora Szentivanyi, Senior Global Economist and Samantha Azzarello, Head of Content Strategy, discuss the latest global inflation report. Speakers: Nora...
Global Data Pod: Euro Area Debt Challenges
24 Jul 2024
Contributed by Lukas
Ravi Balakrishnan, Chief European Economist, and Alexander Wise, from Long-term Strategy discuss a new special report on debt challenges in the Euro a...