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 Aug 05, 2022
Friday Aug 05, 2022
Despite an onslaught of supply shocks, the global expansion looks to have continued through July. Risks remain elevated, as the July global PMIs this week showed a concerning loss of momentum across sectors and regions—including Asia. However, a huge upside surprise in US job gains suggests employers continue to expand. With recession risks having faded some and headline inflation set to slow sharply, the focus is now on how aggressive central banks will need to act to remove underlying price pressures.
Speakers:
Bruce Kasman
Joseph Lupton
This podcast was recorded on August 5, 2022.
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