08 Jun 2023
10m

Mid-Year Economic Outlook: A Dichotomy Worth Watching

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Thoughts on the Market

This podcast episode delves into the contrasting economic situations in Asia, the United States, and the Euro area. Asia, led by China, is poised for strong economic growth, while the US and Euro area face weakness due to high inflation and central bank rate hikes. Despite the challenges, experts believe a soft landing is the most likely outcome for the US economy, while China's economy is expected to recover in the second half of the year. The podcast also discusses the current state of inflation and how central banks are responding to it, with a focus on the US and the Euro area.

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