Global Data Pod Weekender: Slow-Mo still got Mojo?

Global Data Pod Weekender: Slow-Mo still got ...

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Global Data Pod EM Edge: On the sidelines despite easier conditions

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 ...  عرض المزيد

Global Data Pod Research Rap: Shipping disruptions reignite supply chain woes

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 ...  عرض المزيد

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April jobs report shows signs of cooling
Making Sense

According to the April jobs report, the U.S. labor market is showing signs of cooling. Nonfarm payrolls were softer than anticipated increasing by 175,000 last month, while the unemployment rate rose to 3.9%. Does this all spell good news for the Fed? Join Mike Feroli, Chief U ...

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Global economic slowdown has intensified, says IMF
World Business Report

Its latest report says some countries will fall into recession in 2023, but that it's too early to predict whether there will be a global recession. We get more analysis from one of the report's authors, Franziska Ohnsorge. The UK's finance ministry is considering removing limits ...  عرض المزيد

Seth Carpenter: China’s Impact on Global Growth
Thoughts on the Market

As the economic growth spread between Asia and the rest of the world widens, China’s reopening is unlikely to spur growth that spills over globally.


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Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's ...

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Seth Carpenter: Is a Global Recession Upon Us?
Thoughts on the Market

Amid global shocks across supply, commodities and the U.S. Dollar, central banks continue to fight hard against inflation, leading many to wonder if a global recession is imminent.


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Welcome to Thoughts on the Market. I'm Seth Carpen ...

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