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
Thursday Jun 16, 2022
Thursday Jun 16, 2022
Arindam and Sin Beng discuss some of the key drivers of the macro narrative in EM Asia for 2H22, which we have coined – on the macro side “Mercury Rising” – and for strategy it’s going “From acute to chronic.” We talk through some the salient drivers underlying these macroeconomic views and their implications for FX and rates markets.
This podcast was recorded on Jun 16, 2022.
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