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 29, 2022
Friday Jul 29, 2022
The US contracted again last quarter, while the Euro area bounced more than expected. Central to our call that the US avoids recession is that businesses keep hiring (claims remain below 275k). However, we now see the Euro area slipping into a mild recession later this year. Both the Fed and ECB to keep hiking, though growth risks are making them more data-dependent.
Speakers:
Bruce Kasman
Joseph Lupton
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