Episodes
Friday Apr 28, 2023
Global Data Pod Weekender: Don’t look a gift horse in the mouth
Friday Apr 28, 2023
Friday Apr 28, 2023
Despite downside surprises, there is plenty of constructive signals in this week’s set of data releases. Global GDP growth last quarter is tracking 1%-pt above potential and 2%-pt above start-of-year expectations. While momentum is slowing, the sources of lift still point to resilience this quarter. Next week’s Fed and ECB to deliver another round of hikes.
Speakers:
Bruce Kasman
Joseph Lupton
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