Episodes
Friday Sep 08, 2023
Global Data Pod Weekender: Taking stock
Friday Sep 08, 2023
Friday Sep 08, 2023
We maintain the global expansion has legs. While the latest (and upcoming) activity data show somewhat more moderation than anticipated, this comes after stronger readings. At the same time, inflation is cooling. Combined, the case is set for central banks to stay on hold and assess the outlook.
Speakers:
Bruce Kasman
Joseph Lupton
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