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 10, 2023
Friday Nov 10, 2023
The deceleration seen in the data of late raises questions. The latest US payrolls report points to a deceleration in hours, the October global PMI shows a step down in growth, and Western Europe is flirting with recession. Is this a loss of momentum to below potential growth in line with our forecast, or a more pernicious sign of something about to break? We believe the former.
Speakers:
Bruce Kasman
Joseph Lupton
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