The global expansion looks to be broadening with both sectoral and geographic growth gaps closing. Resilience fades recession risks but keeps inflation risks on the table. In a Goldilocks report this week, US job growth remained strong last month but came alongside a rise in the urate. The Fed and ECB signaled cuts are coming but remain cautious.
Speakers:
Bruce Kasman
Joseph Lupton
This podcast was recorded on 8 March 2024.
This communication is provided for...
The global expansion looks to be broadening with both sectoral and geographic growth gaps closing. Resilience fades recession risks but keeps inflation risks on the table. In a Goldilocks report this week, US job growth remained strong last month but came alongside a rise in the urate. The Fed and ECB signaled cuts are coming but remain cautious.
Speakers:
Bruce Kasman
Joseph Lupton
This podcast was recorded on 8 March 2024.
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