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 Jun 28, 2024
Friday Jun 28, 2024
The overall performance of the global economy has aligned with our forecast in 1H24 as the growth base has broadened, inflation has proven sticky and central banks cautious. However, momentum shifts into midyear raise new questions about what lies ahead. We believe that the course of the global expansion – and policy rates – is centrally linked to the willingness of a business sector with still high margins, but facing sluggish profit growth and high borrowing costs, to expand.
Speakers:
Bruce Kasman
Joseph Lupton
This podcast was recorded on 28 June 2024.
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