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 Feb 10, 2023
Friday Feb 10, 2023
We continue to process January activity readings which point to the US expansions remaining intact while the China reopening bounce gathers. But this week’s news was the surprising firmness in January core CPI readings. The message of positive growth and inflation news should be reinforced by next week’s US reports where we look for a rise in core CPI of 0.5% m/m and a 2.2% bounce in retail sales.
Speakers:
Bruce Kasman
Michael Hanson
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