Global Data Pod Global Data Pod Weekender: You can’t get there from here
27 snips
Oct 17, 2025 Join the engaging discussion as experts delve into the conflicting narratives of global growth—one leans towards resilience while the other warns of slowdown. They explore the crucial role of labor markets and debate whether consumers will dip into savings amid potential purchasing power shocks. The duo analyzes various growth scenarios for the U.S. and considers if fiscal policies could spark surprising growth. Plus, they assess the impact of U.S.-China tensions and the looming question of stickier inflation. Stay tuned for insights on upcoming economic indicators.
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Acela Trip And A Sore Back
- Bruce tried the new Acela and found it clean and new but with narrow seats and no noticeable speed gain.
- He also mentioned hurting his back after the trip, which set a light, personal tone for the episode.
Split Narratives On Growth
- Markets and clients are split between an upside tech-driven growth narrative and a more cautious view that growth will be sluggish.
- This confusion makes it hard to read data and assign probabilities to acceleration versus stagnation.
Demand Resilient, Labor Lagging
- Activity and spending data have shown consistent resilience, including retail and auto sales picking up into September.
- Labor market indicators are stalling, creating a confusing mix of strong demand but weaker employment signals.