Bruce Kasman, Chief Global Economist at J.P. Morgan, shares his insights on the projected economic landscape for 2025. He discusses the resilience of the global economy despite high interest rates and varying central bank responses. Topics include currency dynamics, particularly the yen's potential appreciation, and the robust outlook for global credit markets. Additionally, he forecasts bullish trends for gold and other metals, contrasting them with a bearish oil price prediction, underscoring the complex interplay of factors like trade policies and U.S. elections.

Bruce Kasman, a financial markets expert, teams up with Joe Lupton, a near-term economic analyst, to dissect a week of market volatility. They delve into the implications of rising downside growth risks and the Federal Reserve's likely easing strategies, driven by strong labor supply figures not seen elsewhere. The duo compares the U.S. economic landscape favorably against Europe, tackling trends in payrolls and recession fears. They also touch on Japan's resilient economy and the global manufacturing signals impacting the U.S.

Bruce Kasman, a leading expert in economic analysis and forecasting, dives into the evolving economic landscape with insights that matter. He discusses the fading recession risks attributed to strong U.S. consumer activity and the impact of recent CPI data. The conversation highlights stark global discrepancies, with the U.S. thriving while Europe and China struggle. Kasman further unpacks risks in the manufacturing sector and anticipates important shifts in the upcoming flash PMIs. This engaging dialogue sheds light on the balancing act for the Federal Reserve amid global economic challenges.

Economist Bruce Kasman and professional Joseph Lupton discuss moderating global expansion with strong underlying support. They highlight US retail sales and manufacturing reports, caution on immaculate disinflation, and address disappointing China spending data as a domestic issue. Topics include consumer spending trends, global economic dependence, manufacturing dynamics, inflation analysis, and concerns over China's GDP growth and domestic demand.

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.

Global economists and analysts from J.P. Morgan discuss the market outlook for the second half of 2024. They cover topics like global growth forecasts, equities performance, currency trends, U.S. and international rates, commodities, credit markets, and emerging markets outlook. Insights on market uncertainties, business performance, consumer challenges, and asset class analysis are explored for a comprehensive look at the mid-year market forecast.

Experts Bruce Kasman and Joseph Lupton discuss softer growth and inflation data, central bank cautiousness, upcoming global PMIs, US payrolls supporting consumers, and potential cutting cycles by ECB and BoC. Topics include data revisions, global macroeconomic conditions, central bank decisions, and fluctuations in economic forecasts.

Economist Bruce Kasman and financial analyst Joseph Lupton discuss the potential for stronger global GDP growth, implications for inflation, and central bank reactions. Topics include surpassing first-quarter GDP trends, economic resilience, growth forecasts, inflation dynamics, and consumer spending trends post-pandemic.

JPMorgan's Chief Economist discusses minimal private sector damage from higher interest rates. BlackRock's Head of Macro Credit Research notes hidden credit market discrimination. VW North America CEO emphasizes commitment to EV development in response to consumer demand.

Bruce Kasman, Chief Economist at J.P. Morgan, offers insights into the potential impact of a second Trump presidency. He discusses how U.S. trade policies and tariffs could affect inflation and growth both domestically and globally. The conversation highlights market reactions and challenges such as currency fluctuations. Kasman also analyzes the implications for U.S.-China trade relations, recent tariff effects on global commodities, and the economic shockwaves that emerging markets may face. It's a deep dive into the future of the global economy.