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Jun 2024
23m 16s

Global Data Pod Weekender: Global expans...

J.P. MORGAN GLOBAL RESEARCH
About this episode

After a month of data tilting a bit softer, this week’s news reaffirmed the resilience in the global expansion. A strong set of PMIs were capped off by a strong US payroll report. With fading fears on growth, central banks are left questioning the pace of cuts. The ECB and BoC both eased this week but were more cautious looking forward. Next week’s Fed should deliver caution as well with an adjustment up in the 2024 dots and possibly in 2025.

This podcast was recorded on 7 June 2024.

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