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 02, 2022
Friday Dec 02, 2022
The near-term is characterized by a number of cross-currents, including brewing concerns about China, but the balance remains one of resilience. This week’s November PMIs paint a grim picture for global industry but other data show upside risk to the current-quarter growth outlook in the US and Europe. Global inflation is past its peak but remains elevated. The growth/inflation message reinforces our call for further rate hikes followed by an extended hold, but the risks around this are debated.
Speakers:
Bruce Kasman
Joseph Lupton
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