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 30, 2023
Friday Jun 30, 2023
While our modal views on the global outlook are not changing much, risks of imminent recession are fading and the likelihood of an intra-cycle lift should not be ignored. The goods sector is most primed for a bounce in this case, but the fate of the medium-term outlook will rest more on service sector normalization and the broader sensitivities to past policy tightening.
Speakers:
Bruce Kasman
Joseph Lupton
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