Global Data Pod Research Rap: Inflation monitor: Headline surges, core moderates
Nora Szentivanyi is joined by Greg Fuzesi and Mike Hanson to discuss takeaways from the latest CPI reports, the outlook for inflation and central banks. March CPI reports delivered the anticipated spi...
28 Apr 30min
Global Data Pod Weekender: How bad could it get?
With the reversal of last week’s joint statement on opening the Strait of Hormuz and yet one more week closer to damaging quantity constraints, we reassess our adverse scenario for the outlook. Also, ...
25 Apr 51min
Global Data Pod Weekender: Much ado about oil
While not out of the woods, the tail risk around the Middle East shock has faded materially for now. This brings the conversation back to tracking the same forces for growth and inflation discussed be...
17 Apr 37min
Global Data Pod Weekender: On the strait and harrow
The fragile cease-fire has not opened the strait or even ended hostilities fully, but the hint of an end keeps our outlook on a path for energy prices to hold steady before gradually drifting lower in...
10 Apr 41min
Global Data Pod Weekender: All’s unclear that ends unclear
The data in hand continue to paint a picture of solid momentum in activity at the start of the year. However, while today’s US payroll report was encouraging, the March global PMIs send a more caution...
3 Apr 38min
Global Data Pod Weekender: That's gonna leave a mark
The energy price shock is finishing its fourth week and the risks of material macro damage are rising. Until then the baseline of Brent oil prices that hold at current levels through midyear and then ...
27 Mar 44min
Global Data Pod Weekender: Another week into the unknown
Strong momentum in 1Q leads to upward revisions but the ongoing Middle East conflict poses a larger downside to growth this year. Despite the growth hit, the boost to inflation and concern of second-r...
21 Mar 40min
Global Data Watch Weekender: Strait no chaser
The central risk to the outlook is whether oil begins flowing through the Strait of Hormuz. Baseline views are background features, with scenarios of elevated, high, and surging oil prices the key dow...
13 Mar 51min
