Global Data Pod Weekender: Additional renovations on C-street

Global industry is stalling at midyear and we look for the soft patch to continue as the trade war bites and global capex growth softens. The Fed looks likely to restart its easing cycle in September. The addition of Stephen Miran to the Fed opens the door to significant reforms, some of which could threaten independence.

 

This podcast was recorded on August 8, 2025.

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