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Global Data Pod Weekender: Still not doubting it
A week of better than expected data from the US and China support our view that the goods sector is lifting. The latest jump in the price of oil is a concern, however. Next week’s flash Sep PMIs are important to watch. The ECB delivered a dovish hike this week rather than the hawkish hold we see for the Fed next week.
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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By J.P. Morgan Global Research
4.3
2020 ratings
A week of better than expected data from the US and China support our view that the goods sector is lifting. The latest jump in the price of oil is a concern, however. Next week’s flash Sep PMIs are important to watch. The ECB delivered a dovish hike this week rather than the hawkish hold we see for the Fed next week.
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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