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 Feb 25, 2022
Friday Feb 25, 2022
We view the macro economic impact of Russia’s invasion of Ukraine largely through the lens of the energy sector where Russia accounts for more than 10% of global production. So far, sanctions have spared the energy sector and potential additional supply is in the offing from Iran. While risks will remain high – and risk premium maintained in crude oil and natural gas prices – this week’s events are prompting modest downward revisions to growth and upward revisions to inflation forecasts.
Speakers:
Bruce Kasman
Jahangir Aziz
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