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 Apr 26, 2024
Friday Apr 26, 2024
In contrast to past episodes of yield spikes we believe it is unlikely that the recent rise in global bond yields will be reversed as markets sustainably shift up expectations for growth and the policy rate path for 2024-25. Next week’s FOMC meeting will likely see Chair Powell back away from the current dot plot and point to June as a time for a broader reassessment of the policy path ahead.
Speakers:
Bruce Kasman
Jay Barry
This podcast was recorded on 26 April 2024.
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