The global expansion is moderating but we maintain conviction that the underlying supports are strong. Solid US retail sales and manufacturing reports reinforce the lift underway in global industry. At the same time, we are more cautious on the building enthusiasm for the immaculate disinflation. Disappointing China spending data temper the outlook but are largely a domestic affair.

Speakers:

Bruce Kasman

Joseph Lupton

This podcast was recorded on 19 July 2024.

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