Back to school on the U.S. economy

Insights Now

As we wrap up our summer series, Market Movers, Dr. David Kelly is joined by Michael Feroli, Chief U.S. Economist for the JP Morgan Investment Bank, to dive into the outlook for the U.S. economy and the Federal Reserve (Fed). Inflation has continued to moderate and economic data has proved resilient since the Fed’s July meeting, raising hopes for a soft-landing. Meanwhile, stock markets have continued to fare much better with investor sentiment resembling the start of a new bull market. For investors, many questions remain before we can call an “all-clear” on the economic outlook, and looking beyond the cycle, more structural changes may define long-term implications for the pathway of rates, growth and inflation. In this episode, two of JP Morgan’s most prominent thought leaders sit down to tackle many of these questions.