Global Data Pod Weekender: More gain, more pain
Global Data Pod Weekender: More gain, more pain
More inflation in the US puts more stress on consumers and on the Fed. China hole gets bigger but so too does the reboun... Read more
15 Jul 2022
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20mins
Global Data Pod Weekender: Looks can be deceiving
Global Data Pod Weekender: Looks can be deceiving
Behind welcomed resilience, the data flow of late reveals a vulnerable global expansion at midyear. While strong US June... Read more
8 Jul 2022
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14mins
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Global Data Pod Weekender: We hold these shocks to be self-evident
Global Data Pod Weekender: We hold these shocks to be self-evident
After a weak first-half, unrelenting adverse shocks look set to reduce global GDP growth in the second half to remain be... Read more
1 Jul 2022
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20mins
Global Data Pod Weekender: From resiliency to fragility
Global Data Pod Weekender: From resiliency to fragility
In the wake of impressive resilience through 1H22, the global expansion looks increasingly brittle at midyear. While act... Read more
24 Jun 2022
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11mins
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Global Data Pod Weekender: When the Fed breaks
Global Data Pod Weekender: When the Fed breaks
China is rebounding smartly in May, and spillovers from the downturn remain mild. But inflation is surging everywhere an... Read more
17 Jun 2022
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14mins
Global Data Pod EM Asia: Going from “acute to chronic” as the “mercury rises”
Global Data Pod EM Asia: Going from “acute to chronic” as the “mercury rises”
Arindam and Sin Beng discuss some of the key drivers of the macro narrative in EM Asia for 2H22, which we have coined – ... Read more
16 Jun 2022
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16mins
Global Data Pod Weekender: The beat goes on
Global Data Pod Weekender: The beat goes on
This week’s news centered around continued upward inflation pressure and the response from those central banks with stil... Read more
10 Jun 2022
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9mins
Global Data Pod Weekender: Careful what you wish for
Global Data Pod Weekender: Careful what you wish for
The latest data continue to show encouraging resilience to the headwinds weighing on growth in 1H22. Strong labor market... Read more
3 Jun 2022
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15mins
Global Data Pod Weekender: Resilient but worried
Global Data Pod Weekender: Resilient but worried
The latest data underscore the remarkable resilience of the global expansion, a testament both to the bounce-back potent... Read more
27 May 2022
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14mins
Global Data Pod Japan: Broadening cost passthrough shifts Japan’s inflation higher
Global Data Pod Japan: Broadening cost passthrough shifts Japan’s inflation higher
Featured in this podcast are Ayako Fujita and Yuka Mera. The recent significant cost pressures have hit firms in Japan, ... Read more
25 May 2022
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10mins
