Episodes
Friday Oct 22, 2021
Global Data Pod Weekender: Waiting to exhale
Friday Oct 22, 2021
Friday Oct 22, 2021
A key question for the global outlook is whether the disappointment in 3Q global growth, now tracking 3.4%ar following a weak China report and downside revisions for the US next week, will reverse in 4Q. The October flash DM PMIs suggest improving momentum into the current quarter, but also intensifying supply constraints. EM central banks continue to tighten as inflation accelerates, and we now see the BoE hiking this year.
Speakers:
Bruce Kasman
Michael Hanson
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