The JPMorgan conference delivered a consensus around a Goldilocks macro scenario even as participants say US election outcomes look like a coin-toss. The risks of a blue versus red wave, and versus divided government lead to varied outcomes on growth, inflation, and the Fed. All of these are discussed.
Speakers:
Bruce Kasman
Joseph Lupton
This podcast was recorded on 25 October 2024.
This communication is provided for information purposes only. Institutional...
The JPMorgan conference delivered a consensus around a Goldilocks macro scenario even as participants say US election outcomes look like a coin-toss. The risks of a blue versus red wave, and versus divided government lead to varied outcomes on growth, inflation, and the Fed. All of these are discussed.
Speakers:
Bruce Kasman
Joseph Lupton
This podcast was recorded on 25 October 2024.
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