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 Nov 11, 2022
Friday Nov 11, 2022
While not overreacting to one month of data, a welcome deceleration in US inflation this week points to both a consumer that is set for a marked improvement in purchasing power growth as well as a Fed that can slow its pace of hikes and eventually conclude by early next year. We maintain that recession risks are more of a concern for 2H23 rather than coming quarters, but recent indications of a sharp tightening in bank lending conditions raises some concern. China also remains a downside risk.
Speakers:
Bruce Kasman
Joseph Lupton
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