Global Data Pod Research Rap: Inflation Monitor
Nora Szentivanyi and Michael Hanson discuss their key takeaways from the October CPI reports and the outlook for the coming year. Global core inflation remained sticky at 3.1% both on a three-month an...
26 Nov 202422min
Global Data Pod Weekender: Frog in the jacuzzi
We published our year-ahead outlook this week and discuss the key points in the latest Weekender. Against a backdrop of our high-for-long soft-landing scenario, two key developments are the recent US ...
22 Nov 202427min
Global Data Pod Research Rap: Greater China 2025 macro outlook
Haibin Zhu, joined by Grace Ng and Tingting Ge, will discuss what the red sweep and tariff war 2.0 risk means for China, and implications on Taiwan and Hong Kong. Two major themes affect our 2025 grow...
22 Nov 202435min
Global Data Pod EM Edge: Don’t judge a book by its cover
Katie, Nicolaie and Steven debate exposures across EM Edge to the potential policy shifts of a second Trump administration. EM Edge would seem the most exposed given their low diversification, high fu...
20 Nov 202435min
