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 Dec 01, 2023
Friday Dec 01, 2023
Somewhat better news on both growth and inflation reduces the extreme tail risks of either a near-term break into recession or a rebound in inflation that requires further rate hikes. However, the mass of the likelihood distribution remains around our bottom-up soft-landing call and our top-down global view that sticky inflation requires high-for-long rates that in turn eventually drive a recession sometime over the next 4-6 quarters.
Speakers:
Bruce Kasman
Joseph Lupton
This podcast was recorded on 1 December 2023.
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