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 Jun 07, 2024
Friday Jun 07, 2024
After a month of data tilting a bit softer, this week’s news reaffirmed the resilience in the global expansion. A strong set of PMIs were capped off by a strong US payroll report. With fading fears on growth, central banks are left questioning the pace of cuts. The ECB and BoC both eased this week but were more cautious looking forward. Next week’s Fed should deliver caution as well with an adjustment up in the 2024 dots and possibly in 2025.
This podcast was recorded on 7 June 2024.
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