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 17, 2023
Friday Nov 17, 2023
Softer-than-expected inflation along with resilient consumer spending in the US has reignited the Goldilocks bid. However, a closer look shows sufficient reason to be cautious and recognize that the inflation threat is not eliminated. At the same time, a China that keeps producing more than it demands will remain a global disinflationary force.
Speakers:
Bruce Kasman
Joseph Lupton
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