There is much to debate about whether global expansion will come to an end around the turn of the year, later next year, or even later (Goldilocks). Regardless, the near-term picture is looking more resilient and if so, a turn back up in the goods sector should help offset some moderation in service sector. Next week’s flash July PMIs will be key to watch, as will be the guidance coming out of the Fed, ECB, and BoJ.

Speakers:

Bruce Kasman

Joseph Lupton

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