Global Data Watch Weekender: What could go wrong?

Incoming data support our call for a recoupling of weak job growth to solid GDP gains, driven by a fading of business caution. Beyond this near-term tracking, we consider the types of shocks that could disrupt the outlook further out—with a focus on how to think about AI’s impact.

Speakers:

Bruce Kasman

Joseph Lupton

This podcast was recorded on 27 February 2026.

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