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 21, 2023
Friday Jul 21, 2023
There is much to debate about whether global expansion will come to an end around the turn of the year, later next year, or even later (Goldilocks). Regardless, the near-term picture is looking more resilient and if so, a turn back up in the goods sector should help offset some moderation in service sector. Next week’s flash July PMIs will be key to watch, as will be the guidance coming out of the Fed, ECB, and BoJ.
Speakers:
Bruce Kasman
Joseph Lupton
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