by J.P. Morgan Global Research
Economists from J.P. Morgan Global Research offer their analysis on the economic data, macro trends and monetary and fiscal policy impacting the world today.
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April 17, 2025
Economists Bruce Kasman and Joseph Lupton analyze the mixed signals in the goods sector and the uncertain timing of a potential recession.
April 11, 2025
Bruce Kasman interviews Joe Lupton and Jahangir Aziz about the economic impacts of recent trade policies and the likelihood of a global recession.
April 4, 2025
A dramatic shift from the Trump administration toward less business-friendly policies leads us to revise up our already above-consensus recession odds to 60%. Along with the magnitude, the design of US tariff policies is hard to make sense of. Tit-for-tat retaliatory policies are underway. Beyond the cyclical damage, the long-term harm to the US is a much larger concern. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 4 April 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
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