Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
Episodes
Friday Jan 12, 2024
Friday Jan 12, 2024
In this episode, we discuss the December inflation data, the widening in the CPI/ PCE wedge, and the potential impacts of trade disruptions in the Red Sea on core goods inflation and commodity prices. We review the implications for US rates markets.
Speakers:
Phoebe White, Head of US Inflation Strategy
Michael Hanson, Senior Global Economist
Natasha Kaneva, Head of Global Commodities Strategy
This podcast was recorded on 12 Jan 2024.
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