Episodes
Friday Dec 17, 2021
Global Data Pod Weekender: I’m dreaming of a soft landing
Friday Dec 17, 2021
Friday Dec 17, 2021
A very busy week in monetary policy watching delivered a set of central banks that are intent on starting down the path of normalization sooner than anticipated earlier this year but with a sense that the journey will be incremental. The implicit hope is for a soft landing that returns labor market to full employment while containing inflation. In the near-term, our baseline sees growth and inflation slowing early next year. The current quarter is looking strong but the new COVID-19 threat poses downside risks to 1Q21 GDP and two-sided risks to inflation.
Speakers:
Bruce Kasman
Joseph Lupton
This podcast was recorded on December 17, 2021.
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