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 May 26, 2023
Friday May 26, 2023
Although zero-COVID and its removal have been dominant drivers of China growth over the past year, the outlook hinges on a recovery in business sentiment which has been depressed by a housing correction and a set of government policies which had generated private sector uncertainty. We expect those drags to gradually fade, and the recovery in business spending from depressed levels should be an important source of China growth.
Speakers:
Bruce Kasman
Jahangir Aziz
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