ABOUT THIS EPISODE
A strong two quarters of growth comes with geo-divergence and some mixed signals on momentum, raising questions not about the strong past but about the future. A global rotation is projected, with the US downshifting from a boomy pace and growth in the rest of the world strengthening. Against this backdrop, both headline and underlying inflation are firming.
Speakers:
Bruce Kasman, Chief Economist
Joseph Lupton, Co-Head Economic Research
This podcast was recorded on 16 October 2026.
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