Joseph Lupton

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.