Episodes

Friday Sep 16, 2022
Global Data Pod Weekender: Whole lotta hiking goin’ on
Friday Sep 16, 2022
Friday Sep 16, 2022
This week we downgraded the UK outlook but see scope for more policy support across Europe; conversely, better August activity data in China do not quell our concerns over COVID lockdowns and a weak real estate sector. Another 75bp move by the Fed headlines a busy upcoming week of central bank hiking. We now see the Fed’s policy rate reaching 4.25% early next year.
Speakers:
Joseph Lupton
Michael Hanson
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