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
Monday Jun 26, 2023
Monday Jun 26, 2023
Our midyear outlook published this week maintains that a recession is not imminent but will take time to manifest as rates rise further. However, the data out this week from the ugly flash June PMIs across the developed markets to another high US claims reading raises the risk that, rather than a distinct break, the expansion is grinding into a recession more gradually but sooner than expected.
Speakers:
Bruce Kasman
Joseph Lupton
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