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Recent data support our long-standing view for resilient growth, elevated sticky inflation, and constrained central bank easing. The known unknowns around US policy reinforce these views but are also raising financial and macro risks that have both a directional and timing uncertainty.

Speakers:

Bruce Kasman

Joseph Lupton

This podcast was recorded on 10 January 2025.

Global Data Pod Weekender: The known unknowns

At Any Rate