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We published our year-ahead outlook this week and discuss the key points in the latest Weekender. Against a backdrop of our high-for-long soft-landing scenario, two key developments are the recent US election and the shift in cycle drivers from global forces to more domestic factors. Recent data on the November flash PMIs underscore growing divergences.

Speakers:

Joseph Lupton

Nora Szentivanyi

This podcast was recorded on 22 November 2024.

This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important discl

Global Data Pod Weekender: Frog in the jacuzzi

Global Data Pod