Bruce Kasman is joined by Haibin Zhu, Grace Ng, and Joe Lupton to discuss our forecast that global growth is rotating toward Asia as we move toward year-end. There are three forces driving this view: A China policy turn, a relaxation of regional supply chain constraints, and a fading of Delta wave drags amid rising vaccination rates. China has been the biggest disappointment recently and uncertainty about policy preferences alongside October survey disappointments keeps risks skewed to the downside. The news is more upbeat elsewhere in the region where mobility has moved higher and the October PMIs moved higher led by the ASEAN countries.

This podcast was recorded on November 3, 2021.

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