Episodes
Friday Jan 05, 2024
Friday Jan 05, 2024
As we turn into 2024, the global economy continues to display resilience as well as sustained divergence in performance across sectors and markets. While optimism runs high that DM core inflation has slipped well below 3% and opens the door for early easing, we do not look for the coming months to send a clear signal to central banks. With goods price deflation set to fade, it will take time before a rebalancing of labor markets and normalization in service price inflation will be established.
Speakers:
Bruce Kasman
Joseph Lupton
This podcast was recorded on 5 January 2024.
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