A busy week of central bank meetings largely delivered on expectations, with the Fed and ECB slowing the pace of hikes to 50bp but underscoring their hawkish forward guidance. With Fed/ECB projected inflation running well above our forecasts next year, one question will be how they will respond if inflation undershoots those hawkish views. A special guest, Chief China economist Haibin Zhu, joins the call to discuss the rapidly changing China outlook. This will be the last episode for the year. Happy holidays to all.

Speakers:

Bruce Kasman

Joseph Lupton

Haibin Zhu

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