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 24, 2023
Friday Mar 24, 2023
The risk of a meaningful tightening in credit conditions raises the odds of a US recession and potentially a global one as well. However, it is unclear whether the fallout from recent events is a newly-added headwind or a consequence of central banks’ intended slowdown. For now, growth and inflation are running hotter than expected even if the credit shock is also larger than expected. Consequently, forecasts remain unchanged even if tail risks have fattened.
Speakers:
Bruce Kasman
Joseph Lupton
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