Global Data Pod Weekender: Another week into the unknown

Strong momentum in 1Q leads to upward revisions but the ongoing Middle East conflict poses a larger downside to growth this year. Despite the growth hit, the boost to inflation and concern of second-round pass-through into core is complicating central bank reactions.

 

Speakers:

Bruce Kasman

Joseph Lupton

 

This podcast was recorded on March 20, 2026.

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