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 Aug 19, 2022
Friday Aug 19, 2022
This week’s data highlight regional divergences: US IP and retail sales were good, China’s domestic demand and real estate investment were not, and a surge in natural gas prices risks deeper downturns across Europe. Elevated inflation should keep DM central banks hiking further – we added 75bp to our BoE call for this year and look for Chair Powell to stress the Fed’s focus on getting inflation down at Jackson Hole next week.
Speakers:
Bruce Kasman
Michael Hanson
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