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Global Data Pod

Global Data Pod Weekender: A macro potpourri

May 31, 2024
Experts Bruce Kasman and Joseph Lupton discuss softer growth and inflation data, central bank cautiousness, upcoming global PMIs, US payrolls supporting consumers, and potential cutting cycles by ECB and BoC. Topics include data revisions, global macroeconomic conditions, central bank decisions, and fluctuations in economic forecasts.
29:19

Podcast summary created with Snipd AI

Quick takeaways

  • Global PMIs crucial for tracking manufacturing lift into midyear.
  • ECB set to initiate tentative cutting cycle despite elevated inflation levels.

Deep dives

US Economy: The Current State and Predictions

The US economy has shown signs of moderation in growth with disappointments in inflation figures and weaker consumption profiles. Despite the setback, the expectation is for the US to experience moderate growth, elevated core inflation, and stability without extreme concerns on inflation or growth breaking significantly.

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