Global Data Pod

Global Data Pod: The Changing Chessboard of the South Caucasus

Global Data Pod Weekender: Save poor Bob if you please

Global Data Pod Research Rap: Inflation monitor: Headline surges, core moderates

Global Data Pod Weekender: How bad could it get?

Global Data Pod Weekender: Much ado about oil

Global Data Pod Weekender: On the strait and harrow

Global Data Pod Weekender: All’s unclear that ends unclear

The podcast analyzes the current global economic landscape, focusing on the impact of the energy price shock and geopolitical tensions on inflation and growth. It highlights the existence of "cushions," such as commodity inventories, strong corporate profits, and tech sector support, which have so far prevented a sharp...

Global Data Pod Weekender: That's gonna leave a mark

Global Data Pod Weekender: Another week into the unknown

Global Data Watch Weekender: Strait no chaser

The podcast analyzes the potential economic impacts of geopolitical tensions, particularly focusing on the Strait of Hormuz and its effect on energy prices. It highlights that while current growth remains solid, a significant CPI hit is expected in the near term, leading central banks to adopt a wait-and-see approach. ...

Global Data Pod Research Rap: Inflation Monitor

Global Data Watch Weekender: Pricing in conflict

The discussion centers on the potential global macroeconomic impacts of the escalating conflict involving Iran, particularly focusing on oil supply disruptions and rising prices. They explore scenarios involving the Strait of Hormuz, estimating that a complete closure could remove 14-15 million barrels a day from the m...

Global Data Watch Weekender: What could go wrong?

The podcast explores potential disruptions to the economic outlook for 2025-2026, moving beyond the fading impact of trade wars. The conversation highlights the tech boom and resulting supply bottlenecks in areas like RAM chips, potentially causing inflationary pressures. A key focus is on the impact of AI on the labor...

Global Data Pod: Rare Earths

Global Data Pod Weekender: Start me up

The discussion centers on the tension between market expectations for Federal Reserve easing and the reality of a firming economic outlook. It emphasizes that the markets are mispricing the likelihood of Fed rate cuts, given strong growth and sticky core inflation. A potential rotation in global manufacturing, driven b...

Global Data Pod Weekender: Some signal, a lot of noise

The podcast centers on analyzing the U.S. and global economic outlook, particularly focusing on labor market dynamics, consumer behavior, and inflation. The discussion highlights a potential recoupling in the global economy, driven by increased hiring and business spending alongside a cooling tech sector. The debate in...

Global Data Watch Weekender: It’s the job market, stupid

Global Data Pod Research Rap: Inflation Monitor

Global Data Watch Weekender: Look inna yuh crystal ball, culture man

The discussion centers on central bank policies and their relationship to financial markets, particularly the potential divergence between developed market (DM) and emerging market (EM) strategies. It's argued that macro factors aren't the primary drivers of central bank behavior, but growth dynamics, dollar strength, ...

Global Data Watch Weekend: The shadow knows

The discussion centers on the U.S. economic outlook, particularly the resilience of consumer spending and the anticipated rebound in the labor market. Bruce expresses optimism about the potential for recoupling hiring and non-tech business spending, supported by strong consumer spending data and improving sentiment ind...