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 Jul 08, 2022
Friday Jul 08, 2022
Behind welcomed resilience, the data flow of late reveals a vulnerable global expansion at midyear. While strong US June payrolls should disabuse those thinking the US is already in recession, it raises concerns about long it can last given soft GDP growth and the resulting drag on profits. Similarly, a strong global PMI report for June masks underlying momentum loss excluding a robust reopening bounce in China.
Speakers:
Bruce Kasman
Joseph Lupton
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