Episodes
Friday Nov 18, 2022
Global Data Pod Weekender: The road not taken looks real good now
Friday Nov 18, 2022
Friday Nov 18, 2022
After a late start to the hiking cycle, central banks have put in place a policy path that is expected to generate a sharp slowing in global growth—and a US recession—that will contain inflation pressures. This will take several quarters however as consumers are getting a near-term boost from fading inflation. The benefits are not felt evenly, with the US tracking strong growth his quarter, Europe expected to slide into recession, and China’s homegrown headwinds holding growth to below potential.
Speakers:
Bruce Kasman
Joseph Lupton
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