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 15, 2022
Friday Jul 15, 2022
More inflation in the US puts more stress on consumers and on the Fed. China hole gets bigger but so too does the rebound. On net, we leave the week seeing risks of recession largely unchanged: under 50% but not much. Anxiety builds ahead of an expected restart of Russian gas flows to Europe next Thursday, while next Friday’s flash PMIs to flag further momentum loss.
Speakers:
Bruce Kasman
Joseph Lupton
This podcast was recorded on July 15, 2022.
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