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
Sep 22, 2023
Sep 22, 2023
19 min
Amid a set of near-term headwinds from the oil shock, UAW strike, possible government shutdown the restart of student loan repayments, we maintain the US expansion continues. We have less conviction in Europe, were we now see GDP growth stalling amid a different set of headwinds. Making sense of this tension and how it resolves is important to the outlook. It is also a challenge faced by central banks trying to return inflation to target without generating a recession.
Speakers:
Bruce Kasman
Joseph Lupton
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