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 24, 2023
Friday Feb 24, 2023
Another week of data showing resilient growth—even strong in the case of the US—along with upside surprises in inflation add to the risks that the most rapid global hiking cycle in over forty years has longer to run. While we are willing to fade some of the signal in the punchy January data, the pressure is on for February data to show a return to the path of moderating growth and inflation in line with the goals of central banks to generate a soft-landing.
Speakers:
Bruce Kasman
Joseph Lupton
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