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 May 19, 2023
Friday May 19, 2023
We downgrade our current quarter forecast for China and recognize the looming risks associated with extending the US debt ceiling. But the overall message from the global economy is one of still solid growth amidst early signs that a weak manufacturing sector is poised to recover. The Fed and other central banks are inclined to pause but we would resist describing these moves as the end of the tightening cycle.
Speakers:
Bruce Kasman
Joseph Lupton
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