December 13, 2025

Global Data Pod Weekender: Kicking the tires

34 minutes

Kicking the tires

After two weeks off, the Weekender picks back up with a chat about the data in recent weeks and a probing of the upside and downside risks to the 2026 outlook. Two underappreciated issues for the US are also discussed: still-to-come immigration drags and the hit to growth and inflation from health care costs.

Speakers:

Bruce Kasman

Joseph Lupton

This podcast was recorded on December 12, 2025.

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