Global Data Pod Weekender: Waiting to exhale

A key question for the global outlook is whether the disappointment in 3Q global growth, now tracking 3.4%ar following a weak China report and downside revisions for the US next week, will reverse in 4Q. The October flash DM PMIs suggest improving momentum into the current quarter, but also intensifying supply constraints. EM central banks continue to tighten as inflation accelerates, and we now see the BoE hiking this year. Speakers: Bruce Kasman Michael Hanson This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2021 JPMorgan Chase & Co. All rights reserved.