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.

Economic analysts Joseph Lupton and Michael Hanson discuss the risks of persistent inflation and potential scenarios of a soft landing or recession. They analyze the recent CPI report, Fed policy, interest rate hikes, and central bank challenges in balancing inflation concerns with economic growth stimulation.

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.

Bruce Kasman, a leading mind in economic analysis, and Joseph Lupton, an expert on market trends, delve into the nuances of the current economic climate. They highlight disappointing PMI indicators and reassess expectations for manufacturing versus services. The duo discusses the implications of employment dynamics and rising unemployment on economic cycles, illustrated through amusing baseball metaphors. With a cautious eye on the Federal Reserve, they debate interest rate strategies while contrasting the labor markets in the US and abroad.

Economist Bruce Kasman and financial expert Joseph Lupton discuss the Fed's cautious optimism amidst soft inflation data. Topics include rate cutting cycles, economic indicators, long-term forecasts, and the Fed's influence on market expectations.

Joseph Lupton discusses shifts in consumer confidence and the decoupling of consumer 'malaise' from actual spending in the US, leading to an acceleration in global consumer spending. The podcast also explores the outlook for consumer spending in weak-spots like Western Europe, with insights on macroeconomic fundamentals and global growth.

Chief Economist and Global Economist from JPMorgan discuss strong economic growth, labor markets, and potential easing cycles. They analyze US PMIs, payroll reports, and the impact on financial conditions.

This podcast delves into diverse central bank actions, positive data signals, and hawkish guidance from Chair Powell and Governor Ueda. Topics include economic policy implications, inflation trends, Powell's statements, committee dynamics, and data's influence on decision-making. Insights on economic growth drivers, retail sales, private investments, and global growth trends are also discussed.