21分
Global Data Pod Weekender: Ease on (further) down the road Global Data Pod
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- ビジネス
Continued strong growth and robust labor markets alongside strong profits raise the likelihood of a longer expansion even if sticky inflation keeps odds of high-for-longer rates elevated. This week’s global PMIs and US payroll report underscore ongoing resilience, likely pushing back timing and/or magnitude of easing cycles. A key unknown is how this would revert back to financial conditions and short-circuit growth.
Speakers:
Bruce Kasman
Joseph Lupton
This podcast was recorded on 05 April 2024.
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. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
Continued strong growth and robust labor markets alongside strong profits raise the likelihood of a longer expansion even if sticky inflation keeps odds of high-for-longer rates elevated. This week’s global PMIs and US payroll report underscore ongoing resilience, likely pushing back timing and/or magnitude of easing cycles. A key unknown is how this would revert back to financial conditions and short-circuit growth.
Speakers:
Bruce Kasman
Joseph Lupton
This podcast was recorded on 05 April 2024.
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. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
21分