Episodes
Friday Aug 18, 2023
Global Data Pod Weekender: Too hot and too cold
Friday Aug 18, 2023
Friday Aug 18, 2023
Incoming news supports our forecast for global growth resilience but the widening divide between US strength and China weakness generates risks that financial market stress might emerge. At the same time, the compression in profits which we think will eventually undermine corporate health is moving more slowly than anticipated increasing hopes for a soft-landing scenario.
Speakers:
Bruce Kasman
Joseph Lupton
This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.
Version: 20241125