Global Data Pod Weekender: Transitioning
Bruce Kasman and Joe Lupton discuss how the activity data continues to show resilience, an encouraging development that will help weather the coming US policy storm. Whether it is enough to support th...
2 Mai 202533min
Global Data Pod Research Rap: Inflation Monitor
Nora Szentivanyi and Michael Hanson discuss key takeaways from the latest Global Inflation monitor and the impact of tariffs on inflation in the US and the rest of the world. After a broad-based upsid...
30 Apr 202529min
Global Data Pod Weekender: Short-term pain, long-term stain
The hard data continue to highlight strength but it increasingly looks like we are reaching peak front-loading. The survey data are falling faster and point to a material deceleration. Whether this tu...
25 Apr 202535min
Global Data Pod Research Rap: US-China: cost advantage and mutual dependence
China economists Haibin Zhu and TingTing Ge join Nora Szentivanyi to discuss the impact of a 100%+ US tariff rate on China's cost competitiveness on the US market and the scope for US-China trade to d...
24 Apr 202531min
Global Data Pod Weekender: Turn of the screw
Bruce Kasman and Joe Lupton discuss how the goods sector activity boomed through 1Q but the signal to take is far less clear, particularly as sentiment looks to be souring. We maintain our recession c...
17 Apr 202538min
Global Data Pod Weekender: When elephants fight
Bruce Kasman is joined by Joe Lupton and Jahangir Aziz to discuss the post-Liberation Day back-peddling that has led some to breathe a sigh of relief. Not us. A 10% universal tax is still a very large...
11 Apr 202545min
Global Data Pod Weekender: That’s gonna leave a mark
A dramatic shift from the Trump administration toward less business-friendly policies leads us to revise up our already above-consensus recession odds to 60%. Along with the magnitude, the design of U...
4 Apr 202532min
Global Data Pod Weekender: Debating the R word
Our baseline forecast incorporates sustained expansion but recession risks have become elevated – to a 40% probability – on concerns that aggressive US policies hit business and household sentiment. W...
28 Mar 202529min
