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 Mar 14, 2025
Friday Mar 14, 2025
The data through January tell a story of a moderating expansion, but the ongoing US policy turmoil is weighing on February sentiment readings. Absent a détente in the US war on trade and other domestic austerity measures, we put the risk of recession this year at 40%. Next week’s Fed meeting should aim to not make waves.
Speakers:
Bruce Kasman
Joseph Lupton
This podcast was recorded on 14 March 2025.
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