Global Data Pod Weekender: Shifting sands
Growth resilience through 2Q, hints of a deal to get oil flowing through the Strait, and signs of firming labor markets raise the question of shifting growth risks to the upside for 2H26. A reassessme...
12 Jun 43min
Global Data Pod Weekender: Let me hear your cycle talk
Despite the purchasing power squeeze from the Middle East conflict, the resilient cycle has dominated the macro landscape. Business spending on capex and hiring looks be broadening out, supporting our...
5 Jun 34min
Global Data Pod Weekender: I’m okay, you’re okay
The global expansion is showing resilience to the energy shock as the pre-war cyclical lift we have anticipated is absorbing the loss of purchasing power. As we enter week 14 of the Strait remaining c...
29 Mai 39min
Global Data Pod: Inflation monitor: Energy boosts headline, while core pressures build
Nora Szentivanyi is joined by Raphael Brun-Aguerre and Michael Hanson to discuss takeaways from the latest CPI reports and signals for the path ahead. Surging energy prices pushed global headline infl...
28 Mai 30min
Global Data Pod Weekender: Wobble, wobble
After the data in recent weeks underscoring the cyclical uplift in the global economy since the start of the year, this week’s DM flash PMIs and China data remind us that the Iran-related headwind is ...
23 Mai 44min
Global Data Pod Weekender: Le coût de la vie
Inflation is playing a dual role at present. First, as a driver of spending that is boosting the cost of living via higher energy prices. Second, as a reflection of the momentum in the underlying cycl...
14 Mai 37min
Global Data Pod: The Changing Chessboard of the South Caucasus
In this episode, we unpack how the war in the Middle East has been shaping the economic outlook for Azerbaijan, and why — perhaps surprisingly — it has generated some positive spillovers for Armenia t...
13 Mai 27min
Global Data Pod Weekender: Save poor Bob if you please
The global economy is approaching a crossroad as the Strait of Hormuz remains closed and the threat of reaching operational stress levels is now only a month away. The baseline and adverse scenarios a...
30 Apr 43min
