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 Jan 06, 2023
Friday Jan 06, 2023
Since the last JPMTV in mid-December, the news has been mixed but on balance shaves the risks of a near-term global recession, and boosts slightly the odds of a soft-landing while leaving a two-thirds chance of a recession by late-23/early-24. China’s COVID-drag looks worse but also points to a sooner-rebound, while stronger US expenditure data point to a more robust 4Q22. We are not out of the woods as the manufacturing sector looks particularly fragile and the Fed remains geared to stamping out inflation risks.
Speakers:
Bruce Kasman
Joseph Lupton
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