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 Jun 09, 2023
Friday Jun 09, 2023
While rate decisions look relatively well signaled at next week’s G3 meetings, forward guidance is in flux. The Fed’s pause will be hawkish and likely accompanied by a rise in the dots to show an additional hike this year. The ECB is likely to eschew strong guidance, keeping uncertainty high about where they will pause. We expect the BoJ to adjust its YCC band but signal that the start of rate normalization is not near.
Speakers:
Bruce Kasman
Joseph Lupton
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