Economists from J.P. Morgan Global Research offer their analysis on the economic data, macro trends and monetary and fiscal policy impacting the world today.
Episodes
Friday Jan 07, 2022
Friday Jan 07, 2022
The global recovery is experiencing a fading of the supply shocks that damped growth last year but now facing a new resiliency test in the form of Omicron. We expect industry to weather the storm better than services, a view supported so far by the December PMIs, and for the economy as a whole to fare better than prior COVID waves. Central banks are keeping their eyes on normalization, and we now see the Fed hiking in March and beginning balance sheet roll-off in July.
Speakers:
Bruce Kasman
Joseph Lupton
This was recorded on January 7, 2022.
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