Global Data Pod

Kicking the tires After two weeks off, the Weekender picks back up with a chat about the d... more

Kazakhstan and Uzbekistan have captured the attention of global investors in 2026. In this... more

The data of activity past has begun. This week’s payroll report is only one month and stal... more

The balance of risks has been buffeted by resilient spending and survey data (the tick) an... more

Testing views, with continued uncertainties around the US labor market exacerbated by the ... more

Nora Szentivanyi and Michael Hanson discuss the latest global CPI reports and the implicat... more

Gbolahan Taiwo and Katie Marney discuss the improving outlook for African economies. Fisca... more

After two weeks off, the Weekender returns with an exploration of the upside and downside ... more

Debate over the growth picture continues with global expenditure data through September sh... more

A case is made that the US floor is low but the ceiling is high, while the range for the r... more

The US shutdown leaves us with limited visibility at an important juncture in the global o... more

The  global expansion is now tracking a strong 3Q outturn, led by a robust increase in the... more

Nora Szentivanyi and Raphael Brun-Aguerre discuss their takeaways from the latest CPI repo... more

Abiel Reinhart joins Nora Szentivanyi to discuss the recent surge in tech-related business... more

Despite resilience through 3Q, we maintain that drags are building and still see recession... more

The debate builds over the resilience of the expansion, the health of the labor market, an... more

Although this week’s business surveys sent an upbeat growth signal, the message from labor... more

Despite a softening US labor market and a downshift in global industry and trade, the glob... more

Global industry is stalling at midyear and we look for the soft patch to continue as the t... more

Nora Szentivanyi and Tingting Ge discuss their latest research on China’s evolving role in... more