Why Good Data Is Good For Markets

This podcast episode explores the debate surrounding whether stronger or weaker economic data is preferred for the market. The section highlights the complex relationship between economic data and market outcomes, questioning the assumption that weaker data would lead to central banks cutting interest rates. It also discusses Morgan Stanley's economists' forecasts for economic growth in the US and the euro area for this year. Overall, the episode emphasizes the importance of analyzing economic data to determine the better scenario for credit.