Episodes

Friday May 20, 2022
Global Data Pod Weekender: Worried yet?
Friday May 20, 2022
Friday May 20, 2022
The data this week underscore a worsening headwind from China and a continued purchasing power drag from rising refined energy prices. However, it also showcases the strength and resilience of the consumer. Despite rising market jitters, we (and more importantly the Fed) have conviction the expansion continues.
Speakers:
Bruce Kasman
Joseph Lupton
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