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

Global Data Pod Research Rap: Shipping disrup...

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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 ...  Show more

Global Data Pod Weekender: Caution warrants patience

A strong consumer supports another solid quarterly gain in US GDP, but China imbalances are a concern and global industry continues to struggle. Central banks are acknowledging progress on disinflation but push back against 1H24 rate cuts.  Speakers: Bruce Kasman Joseph Lupton Th ...  Show more

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