Global Data Pod Weekender: You can get there ...

Katie Marney and Nicolaie Alexandru discuss recent developments in the EM Edge economies. Optimism around a soft landing persist, which would be constructive overall for frontier markets. Disinflation along with easing global financial conditions and a weaker dollar should enable ...  Show more

Nora Szentivanyi and Michael Hanson discuss the recent shipping disruptions along the Suez and Panama Canals and the implications for global supply chains and inflation. We estimate the recent surge in container shipping costs––if they persist––could add 0.7%-pts to global core g ...  Show more

The Bank of England remains highly data-dependent, re-accelerating to a 50-bp hike "at this particular meeting" given the upside inflation surprises. The wide difference between actual inflation data releases vs. consensus keeps volatility elevated at the front end of the yield c ...  Show more

The leader of the bank for central banks—the Bank for International Settlements (BIS)—is sounding the alarm.  Just this week, BIS general manager Agustín Carstens told reporters that “The global economy is at a critical juncture.” And according to the bank’s just-released annual ...  Show more

Bright or turbulent? Mixed views on the global economy’s prospects The IMF and World Bank spring conference has been hearing mixed views on the immediate prospects for the global economy. IMF Chief economist Pierre-Olivier Gourinchas reckons that ‘turbulence is building and the s ...  Show more

Torsten Slok had been firmly in the “no landing” camp of economists. More positive than a “soft landing,” its adherents say the Federal Reserve will tame inflation without triggering a recession at all. But for Slok, chief economist of Apollo Global Management, that all changed w ...  Show more