Global Data Pod Weekender: Strong but shaky growth
The global expansion is now tracking a strong 3Q outturn, led by a robust increase in the US. The contrast of this strength with a near-stall in global employment is striking. Strong wealth gains and...
26 Sep 202532min
Global Data Pod Research Rap: Inflation monitor: Food and energy add to sticky core
Nora Szentivanyi and Raphael Brun-Aguerre discuss their takeaways from the latest CPI reports, the key drivers shaping the outlook, and implications for monetary policy. This podcast was recorded on...
26 Sep 202526min
Global Data Pod Research Rap: The growth effects of AI capex
Abiel Reinhart joins Nora Szentivanyi to discuss the recent surge in tech-related business investment, its impact on US growth, and what it might mean for productivity gains. Tech investment accounted...
23 Sep 202527min
Global Data Pod Weekender: A riddle wrapped in a mystery
Despite resilience through 3Q, we maintain that drags are building and still see recession odds at 40%. Heightened labor market risk was enough to get the Fed to cut this week and signal two more by y...
19 Sep 202537min
Global Data Pod Weekender: And if not now, when?
The debate builds over the resilience of the expansion, the health of the labor market, and the durability of the consumers. At the same time, questions arise over growth without jobs and the Fed’s re...
12 Sep 202547min
Global Data Pod Weekender: Weak payrolls, more Fed
Although this week’s business surveys sent an upbeat growth signal, the message from labor market reports in the US and elsewhere dominates risk assessments and the direction central banks will travel...
5 Sep 202537min
Global Data Pod Weekender: Resilience and discontent
Despite a softening US labor market and a downshift in global industry and trade, the global economy looks resilient with the US tracking above-trend growth this quarter. With tariff and immigration d...
29 Aug 202538min
Global Data Pod Weekender: Additional renovations on C-street
Global industry is stalling at midyear and we look for the soft patch to continue as the trade war bites and global capex growth softens. The Fed looks likely to restart its easing cycle in September....
8 Aug 202530min
