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
15 hours ago
15 hours ago
The hard data continue to highlight strength but it increasingly looks like we are reaching peak front-loading. The survey data are falling faster and point to a material deceleration. Whether this turns to recession will depend on the degree to which the US backpedals its war on trade. Beyond any near-term outcome, the risk is that the dismantling of the global trading order will do permanent damage.
Speakers:
Bruce Kasman
Joseph Lupton
This podcast was recorded on 25 April 2025.
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