Another week of stronger-than-expected growth data now has first-quarter global GDP tracking roughly a %-point above trend, similar to the robust outcome posted last year. Expectations remain for a deceleration but are we missing something more inherently robust? If so, what would that mean for inflation and how would central banks react?
Speakers:
Bruce Kasman
Joseph ...
Another week of stronger-than-expected growth data now has first-quarter global GDP tracking roughly a %-point above trend, similar to the robust outcome posted last year. Expectations remain for a deceleration but are we missing something more inherently robust? If so, what would that mean for inflation and how would central banks react?
Speakers:
Bruce Kasman
Joseph Lupton
This podcast was recorded on 19 April 2024.
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