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 22, 2022
Friday Jul 22, 2022
Further evidence of a loss in growth momentum in the US and Western Europe reinforces the message that recession risks are elevated. Central banks continue to hike rate and we look for an additional 75bp move from the Fed next week. However, there will likely be a greater sensitivity to both sides of the risk distribution as policy rates reach neutral levels and as labor markets weaken.
Speakers:
Bruce Kasman
Michael Hanson
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