Global Data Pod

Strong global momentum at the start of the year is coming alongside rising commodity prices and a falling dollar. Is there a signal there? Can the EM ease even if DM rates stay on hold? Euro area infl...

30 Jan 35min

Further year-end confirmation of a robust global consumer (outside China) supports the call that the expansion is weathering the various US policy risks. The key missing ingredient remains labor marke...

23 Jan 46min

Resilience in consumer spending has been an important foundation for growth in 2025. Absent a pickup in hiring, this cannot be sustained. Is the stage set for a change? Are last year’s US policies a l...

16 Jan 28min

The outlook for growth in 2026 is almost the same as for 2025. But the similarities end there, as growth in 2025 was imbalanced in a number of ways and these are unlikely to be sustained. We discuss t...

9 Jan 40min

Nora Szentivanyi is joined by Michael Hanson and Raphael Brun-Aguerre to discuss the 2026 inflation outlook and what we are learning from the latest CPI reports.  Led by a sharp moderation in service ...

6 Jan 30min

Kicking the tires After two weeks off, the Weekender picks back up with a chat about the data in recent weeks and a probing of the upside and downside risks to the 2026 outlook. Two underappreciated i...

13 Des 202534min

Kazakhstan and Uzbekistan have captured the attention of global investors in 2026. In this episode, Anatoliy Shal, Khamza Sharifzoda, and Nicolaie Alexandru dive into the factors fueling investor inte...

8 Des 202519min

The data of activity past has begun. This week’s payroll report is only one month and stale (Sept), but on the margin tempers some downside risk. Combined with the bulk of data coming after the Fed’s ...

22 Nov 202536min