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 Mar 17, 2023
Friday Mar 17, 2023
Elevated financial market stress and uncertainty have arisen against a backdrop of sticky high inflation, still-tight labor markets, and recent upward revisions to growth in the US and China for this quarter. The ECB reacted to this quandary by hiking 50bp as previously signaled and maintaining a tightening bias, but removing any formal guidance and noting its available tools to address market dysfunction. We expect a broadly similar message from the Fed as it hikes 25bp next week.
Speakers:
Bruce Kasman
Michael Hanson
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