Growth resilience through 2Q, hints of a deal to get oil flowing through the Strait, and signs of firming labor markets raise the question of shifting growth risks to the upside for 2H26. A reassessment of growth and inflation risks is, in turn, sparking a rethink in central bank policies.

Speakers:

Bruce Kasman

Joseph Lupton

This podcast was recorded on 12 June 2026.

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