Episodes
Friday Aug 11, 2023
Global Data Pod Weekender: All the right moves
Friday Aug 11, 2023
Friday Aug 11, 2023
Recent weeks have trimmed downside growth risks and upside inflation risks. This constructive alignment of data leads us to entertain the Goldilocks scenario. Next week’s growth data should help support the growth part of the story. But there is enough inflation still out there to question whether we settle above central bank comfort zones.
Speakers:
Bruce Kasman
Joseph Lupton
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