Global Data Pod Weekender: Yes Virginia, there is a tradeoff between growth and inflation

The news continues to point to broad and strong global growth momentum. It is thus no surprise that markets and central banks are increasingly expecting a higher path of rates. What is not expected is a strong growth dynamic that forces central banks to deliver a rate path that weakens growth, an outcome we believe is reasonable with labor markets poised to tighten.  

Speakers:

Bruce Kasman, Chief Economist

Joseph Lupton, Co-Head Economic Research

This podcast was recorded on 25 September 2026. 

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