Global Data Pod Research Rap: Inflation Monitor
Nora Szentivanyi joins Bruce Kasman to discuss key takeaways from the latest Global Inflation Monitor and how the incoming data and tariff news are shaping our inflation views. Global goods prices are...
26 Mars 202528min
Global Data Pod Weekender: Front-loading
Risks to the global expansion are elevated in the face of a broadening trade war, but incoming news highlights a still underlying resilient expansion. The trade drag weighing down 1Q25 US growth is re...
21 Mars 202535min
Global Data Pod Weekender: Fear is the expansion killer
The data through January tell a story of a moderating expansion, but the ongoing US policy turmoil is weighing on February sentiment readings. Absent a détente in the US war on trade and other domesti...
14 Mars 202529min
Global Data Pod Weekender: Trump sees his shadow, 4 more weeks of tariff exemptions
A tumultuous week in the US trade war leaves the world only with modestly higher tariffs on China but more downside risk. While tariffs on USMCA-compliant goods got pushed back (again) to April, nonco...
7 Mars 202533min
Global Data Pod Research Rap: Sticky inflation meets tariffs
Nora Szentivanyi is joined by Greg Fuzesi and Michael Hanson to discuss the key takeaways from our latest Global Inflation Monitor and inflation risks stemming from higher tariffs . While there are re...
4 Mars 202530min
Global Data Pod Research Rap: Some Unpleasant Tariff Arithmetic
Michael Hanson and Murat Tasci, of the US Economics team, discuss their latest Research Note on the challenges for meeting the many disparate objectives of the Trump tariffs, and what that might mean ...
3 Mars 202518min
Global Data Pod Weekender: When worlds collide
We see more momentum loss in the data and question how much is noise and how much is signal; we also question what that signal is if any. This then sets the foundation for assessing the risks related ...
28 Feb 202531min
Global Data Pod EM Edge: Collateral Damage
Nicolaie, Katie, Gbolahan and Steven debate exposures across EM Edge from policy actions taken by the Trump administration around FDI, trade and aid flows. In addition, they discuss an impending revie...
26 Feb 202528min
