Global Data Pod Research Rap: The shifting nature of China’s global inflation drag
Nora Szentivanyi and Tingting Ge discuss their latest research on China’s evolving role in global goods disinflation, the impact of higher US tariffs on China’s trade with the rest of the world, its e...
8 Aug 202531min
Global Data Pod Weekender: Downside risks re-emerge
First-half resilience and robust risk markets have challenged our forecast for a sharp deceleration in 2H25 and tempered risks of recession. This week’s news on global industry and the US labor market...
1 Aug 202530min
Global Data Pod: EM capital flows discontented we remain
Jahangir Aziz and Katie Marney discuss sluggish EM capital flows against a backdrop of trade uncertainty, risks to global growth, elevated treasury yields, and a weaker dollar. EM capital flows have b...
29 Juli 202548min
Global Data Pod Weekender: Fake it till you make it
As trade (hand-shake) deals get made, it is looking increasingly likely that the effective tariff rate is going to settle very close to the 22% rate initially announced on April 2. And yet, the global...
25 Juli 202540min
Global Data Pod Weekender: Inflation, politics, and central banking
The latest data keep the inflation and growth backdrop challenging for central banks. Politics are an added wrinkle for the Fed. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 1...
18 Juli 202534min
Global Data Pod Research Rap: Inflation monitor: June 2025
Nora Szentivanyi is joined by Michael Hanson to discuss key takeaways from the June CPI reports and key drivers shaping the outlook. Global core inflation remains stuck close to a 3%ar following a bro...
17 Juli 202532min
Global Data Pod Weekender: Let me count the ways
Our global forecast looks for a sharp slowing in growth in the coming months, concentrated in the US. Despite this contrasting with the more benign outlook apparent in risk markets, we see downside ri...
11 Juli 202531min
Global Data Pod Weekender: Taking stock at midyear
We published our midyear outlook this week, highlighting expectations for a significant stagflationary shift in 2H25 and our limited confidence in forecasting the magnitude of this shift. We expect gl...
27 Juni 202537min
