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 Nov 03, 2023
Friday Nov 03, 2023
A week of softer-than-expected data leads some to see earlier recession and others to see Goldilocks. We temper fearful conclusions from a “soft” US payroll report but see more concern in the retreat in the October business surveys. Nevertheless, we maintain our call for near-term resilience.
Speakers:
Bruce Kasman
Joseph Lupton
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