Inflation over the past two months has moderated across many economies, a welcome relief that challenges our sticky inflation call. However, increasing confidence in growth suggests that even if rate cutting cycles are seeing a green light to commence, the easing path could still be shallower than expected. Spillovers from Fed easing do not outweigh domestic conditions in the EM.

Speakers:

Bruce Kasman

Joseph Lupton

This podcast was recorded on 12 July 2024.

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