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Despite a softening US labor market and a downshift in global industry and trade, the global economy looks resilient with the US tracking above-trend growth this quarter. With tariff and immigration drags still building, do we just delay the expected pothole or fill it over? The Fed is set to cut, but strong growth, high-and-rising inflation, and threats to independence complicate the path beyond.

Speakers:

Bruce Kasman

Joseph Lupton

This podcast was recorded on 29 August 2025.

This communication is provided for information purposes only. Institutional clients please

Global Data Pod Weekender: Resilience and discontent

Global Data Pod