Global Data Pod Research Rap: More Trump tariffs
Jahangir Aziz joins Nora Szentivanyi to discuss the outlook for US trade policy, its impact on the rest of the world and how views on tariffs have evolved in the past month or so. Our 2025 outlook ass...
14 Jan 202529min
Global Data Pod Weekender: The known unknowns
Recent data support our long-standing view for resilient growth, elevated sticky inflation, and constrained central bank easing. The known unknowns around US policy reinforce these views but are also ...
10 Jan 202524min
Global Data Pod Research Rap: Making Asia vulnerable again
Sajjid Chinoy joins Nora Szentivanyi to discuss the outlook for EM Asian economies in 2025. The tech cycle upswing, underpinned by AI-related demand, has been crucial to the region’s resilience in 202...
9 Jan 202531min
Global Data Pod Weekender: Testing time
A number of elements of our high-for-long rate narrative will be tested by data and policy guidance this quarter. We will receive greater clarity on the direction of US policy where we expect the new ...
3 Jan 202528min
Global Data Pod Weekender: Making a list, checking it twice
Global industry is getting a boost from firming final demand. We are bullish for manufacturing in the coming months—to be supported by next week’s expected December reports on US retail sales and G-4 ...
13 Dec 202431min
Global Data Pod Research Rap: EM-China dependency amid trade wars
Nora Szentivanyi, Vinicius Moreira & Tingting Ge. Despite a slowing in China’s headline GDP growth post-pandemic, Emerging Market (EM) commodity exporters have benefited from their ties with China. Ch...
11 Dec 202431min
Global Data Pod Weekender: The kindness of strangers
The latest data support our call for resilient, albeit divergent, growth. The PMIs for last month show global GDP tracking a strong, above potential pace with some welcome improvement for global indus...
6 Dec 202432min
Global Data Pod: Western European Economic and Rates Outlook 2025 - Storm Clouds Gathering
Ravi Balakrishnan and Francis Diamond discuss a deep dive into the growth, inflation, and rates outlook for the Euro area, UK, and Sweden, and various risk scenarios. This podcast was recorded on 26...
26 Nov 202424min
