Global Data Pod Weekender: How you like me now?
The cyclical momentum into year-end is losing some steam at the start of the year—how much so is debatable. Uncertainties around US policy are the key risks to the outlook. Looking through the range o...
21 Feb 202525min
Global Data Pod Weekender: Maybe not today, maybe not tomorrow but soon and for the rest of your life
The latest data show downside surprises to growth and upside surprises to inflation. However, with so much noise at the start of the year, it is hard to take too much signal and with fundamentals stil...
14 Feb 202525min
Global Data Pod Weekender: Don't look down
Bruce Kasman is joined by Joe Lupton to discuss how the global expansion remains on solid footing for now. According to this week’s January surveys, the firming in global industry late last year looks...
7 Feb 202534min
Global Data Pod Research Rap: A testing time for core inflation
Tariffs could lift global inflation this year, but business cycle dynamics are likely to play an important role in driving core inflation performance. Consistent with our forecast that the global econ...
5 Feb 202535min
Global Data Pod Weekender: Exceptionalism that disproves the rule
In a week of news regarding ongoing resilient growth and still-solid inflation, our key call of a Trump-lite policy outcome this year is being severely challenged with the confirmation of 25% tariffs ...
31 Jan 202533min
Global Data Pod Research Rap: North America’s Fraught Tariff Adventure
Michael Hanson, senior US and Canadian economist, and Gabriel Lozano, Head of Mexico Economics, discuss their latest Research Note on the Trump administration’s threatened 25% tariffs on Canada and Me...
28 Jan 202530min
Global Data Pod Weekender: All day long in fog and wind
While absent of immediate trade war, the start of the Trump administration brought little clarity to the US policy path ahead, and we do not change our key calls. Against this backdrop, the global eco...
24 Jan 202532min
Global Data Pod Weekender: Let the games begin
Monday’s Inauguration Day in the US will not be a lifting of the policy fog that many are hoping for but rather just the start of a broad set of sweeping policy changes, the effects of which will take...
17 Jan 202530min
