Global Data Pod Weekender: The tick-tock of data watching
The balance of risks has been buffeted by resilient spending and survey data (the tick) and weak labor market data (and the tock). After a tick of solid 3Q GDP tracking and improving PMIs through Oct...
14 Nov 202534min
Global Data Pod Weekender: You can’t handle the truth!
Testing views, with continued uncertainties around the US labor market exacerbated by the government shutdown offset by better business surveys and improving activity data from Asia and Europe. Whethe...
7 Nov 202533min
Global Data Pod Research Rap: Inflation Monitor: Stuck at 3%
Nora Szentivanyi and Michael Hanson discuss the latest global CPI reports and the implications for central banks. We also delve deeper into the topic of tariff-induced inflation in the US. The global ...
4 Nov 202529min
Global Data Pod Edge: Africa is building back better
Gbolahan Taiwo and Katie Marney discuss the improving outlook for African economies. Fiscal, monetary and FX reforms, rebuilt external reserves, improving terms of trade, declining inflation, and mone...
3 Nov 202544min
Global Data Pod Weekender: Views from the Upside Down
After two weeks off, the Weekender returns with an exploration of the upside and downside risks to the growth outlook and the implications of each for inflation and central bank behavior. We also disc...
31 Okt 202533min
Global Data Pod Weekender: You can’t get there from here
Debate over the growth picture continues with global expenditure data through September showing resilience but the labor market a key area of weakness. Whether wealth effects will cushion the coming p...
17 Okt 202535min
Global Data Pod Weekender: Just how symmetric are risks, really?
A case is made that the US floor is low but the ceiling is high, while the range for the rest of the world is narrower. A counter argument is that the bullish view of risk assets poses more of an asym...
10 Okt 202543min
Global Data Pod Weekender: If data falls in the woods…
The US shutdown leaves us with limited visibility at an important juncture in the global outlook. There are reasons to believe that the factors of lift are set to fade and that the factors of drag are...
3 Okt 202538min
