Global Data Pod Weekender: Forecasters love company

The JPMorgan conference delivered a consensus around a Goldilocks macro scenario even as participants say US election outcomes look like a coin-toss. The risks of a blue versus red wave, and versus divided government lead to varied outcomes on growth, inflation, and the Fed. All of these are discussed.

Speakers:

Bruce Kasman

Joseph Lupton

This podcast was recorded on 25 October 2024.

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