Show notes
Incoming news reinforces the message of strength for global growth last quarter, albeit somewhat mixed with the US leading the way. Moderation is expected this quarter but robust profit growth should be the catalyst for a rotation to labor markets perking up. Downside risks can been seen in rising energy shocks, fading wealth effects, and waning fiscal impulses. Central banks remained on hold this week but signaled broadly that hikes are on deck before year-end.Speakers:Bruce Kasman, Chief EconomistJoseph Lupton, Co-Head Economic Research
This podcast was recorded on 30 October 2026…
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