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 10, 2022
Friday Jun 10, 2022
This week’s news centered around continued upward inflation pressure and the response from those central banks with still accommodative stances. The ECB made a significant shift this week and now looks likely to hike 125bp before year end. The RBA is also front-loading its rate hikes with the Fed set to deliver a 50bp hike with the promise of more to come. This dynamic is unlikely to change until growth slows materially, a development we now expect for the US during 2H22.
Speakers:
Bruce Kasman
Michael Hanson
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