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 Apr 21, 2023
Friday Apr 21, 2023
A robust 1Q23 is contrasted with signs of momentum loss through the quarter. However, while some data (US initial claims) raise concern, the latest data point to ongoing resilience. Combined with banking sector stress looking to be contained, the odds of the “boil the frog” scenario are increased and we look for another round of rate hikes in May from the major central banks.
Speakers:
Bruce Kasman
Joseph Lupton
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