Episodes
Friday Nov 12, 2021
Global Data Pod Weekend: Up, up, and away
Friday Nov 12, 2021
Friday Nov 12, 2021
Inflation once again surprised to the upside globally this week, with big jumps in the US, LatAm, and much of the CEE, due in part to accelerating energy and services prices. This hit to purchasing power has notably weakened sentiment, particularly in the US. Global auto production also has been beaten down, but some easing of bottleneck pressures should contribute to a strong IP bounce this quarter, starting with next week’s October prints for the US and China.
Speakers:
Bruce Kasman
Michael Hanson
This podcast was recorded on date.
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