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 Apr 01, 2022
Friday Apr 01, 2022
This week brings a set of March data that underscores the forces buffeting the global expansion and the supports that are helping to cushion it. European inflation and US payrolls point to a huge purchasing power squeeze that is being offset by robust job growth. The global PMIs show the shocks falling differently around the world, with Asia feeling the brunt (so far) from China’s zero-COVID lockdowns. Central banks are still looking beyond the near-term downsides and we revise up rate forecasts for the Fed, ECB, and BoE.
Speakers:
Bruce Kasman
Joseph Lupton
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