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 28, 2023
Friday Jul 28, 2023
A week of data that trims both downside risks on growth and upside risks on inflation are giving a bid to Goldilocks. As we noted in recent weeks, don’t fight the cyclical sweet spot we are entering. While Europe is the weak link, the US stands out this week with strong 2Q GDP and solid consumer spending in June. The Fed and ECB hike but turn data dependent, while the BoJ loosened its YCC.
Speakers:
Bruce Kasman
Joseph Lupton
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