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Softer-than-expected inflation along with resilient consumer spending in the US has reignited the Goldilocks bid. However, a closer look shows sufficient reason to be cautious and recognize that the inflation threat is not eliminated. At the same time, a China that keeps producing more than it demands will remain a global disinflationary force.
Speakers:
Bruce Kasman
Joseph Lupton
This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.
4.4
2222 ratings
Softer-than-expected inflation along with resilient consumer spending in the US has reignited the Goldilocks bid. However, a closer look shows sufficient reason to be cautious and recognize that the inflation threat is not eliminated. At the same time, a China that keeps producing more than it demands will remain a global disinflationary force.
Speakers:
Bruce Kasman
Joseph Lupton
This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.
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