Bruce Kasman is joined by Joe Lupton to discuss how it has been a volatile week in financial markets, with tension between what we assess to be a modest rise in downside growth risks and a more significant shift in the near-term prospects for Fed easing. Importantly, the Fed is set to ease partly on the back of strong supply-performance reducing labor market pressures, a development not evident in other major economies.

This podcast was recorded on 08/09/2924.

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