Global Data Pod
Global Data Pod Weekender: So you’re saying there’s a chance?
Jul 12, 2024
Economic experts Bruce Kasman and Joseph Lupton discuss moderating inflation, potential rate cuts, and growth confidence. They delve into global inflation trends, central bank policies, labor market pressures, and equity market outlook. The podcast also touches on China's economic challenges and upcoming data releases.
23:17
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Quick takeaways
- Inflation moderation challenges sticky inflation predictions, with growth confidence indicating shallower rate cutting cycles.
- Domestic conditions outweigh Fed easing for EM, showcasing unique policy decisions based on regional economic nuances.
Deep dives
US Core CPI Print and Central Bank Path
The main event focused on the fall in the US core CPI print alongside real-time testimonies. Questions arose on the challenge to sticky inflation highs and the impact on central bank calls and paths. The trend of lower inflation over a few months globally was highlighted, along with implications for central bank confidence.
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