Global Data Pod

Nora Szentivanyi and Tingting Ge discuss their latest research on China’s evolving role in global goods disinflation, the impact of higher US tariffs on China’s trade with the rest of the world, its e...

8 Aug 202531min

First-half resilience and robust risk markets have challenged our forecast for a sharp deceleration in 2H25 and tempered risks of recession. This week’s news on global industry and the US labor market...

1 Aug 202530min

Jahangir Aziz and Katie Marney discuss sluggish EM capital flows against a backdrop of trade uncertainty, risks to global growth, elevated treasury yields, and a weaker dollar. EM capital flows have b...

29 Jul 202548min

As trade (hand-shake) deals get made, it is looking increasingly likely that the effective tariff rate is going to settle very close to the 22% rate initially announced on April 2. And yet, the global...

25 Jul 202540min

The latest data keep the inflation and growth backdrop challenging for central banks. Politics are an added wrinkle for the Fed.   Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on 1...

18 Jul 202534min

Nora Szentivanyi is joined by Michael Hanson to discuss key takeaways from the June CPI reports and key drivers shaping the outlook. Global core inflation remains stuck close to a 3%ar following a bro...

17 Jul 202532min

Our global forecast looks for a sharp slowing in growth in the coming months, concentrated in the US. Despite this contrasting with the more benign outlook apparent in risk markets, we see downside ri...

11 Jul 202531min

We published our midyear outlook this week, highlighting expectations for a significant stagflationary shift in 2H25 and our limited confidence in forecasting the magnitude of this shift. We expect gl...

27 Jun 202537min