US economic narrative could turn negative: JPMorgan’s Kolanovic

“We see upside risks to inflation given loose financial conditions, tight labour markets, high government spending, and geopolitics – as the 1980s-2000s ‘peace dividend’ unwinds.”

Another macro risk that the strategist sees, related to risks for global trade, geopolitical developments and inflation, is the US elections in November.…

This data comes from the ChinaPulse.com media intelligence and smart news insights monitoring platform.