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 Jun 02, 2023
Friday Jun 02, 2023
From downside risks in the US and upside risks in Europe and China just a few months ago, we now are seeing fading tail risks in the US (banks stress and debt ceiling) and improving data pointing to upside risks while recent data have taken out the upside in Europe and China. Although we still see the Fed pausing this month, the bias to hike will remain.
Speakers:
Bruce Kasman
Joseph Lupton
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