Global Data Watch_Here we go again

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Global Economic Research 22 November 2024 J P M O R G A N www.jpmorganmarkets.com Global Data Watch • High-for-long soft-landing to be buffeted by trade war and divergences • Nov flash PMIs flag coming US exceptionalism on steroids… • …and send warning for European growth stall • Up next: US PCE (real 0.1%, core 0.31%), RBNZ -50bp, BoK hold Here we go again We published our year-ahead global economic outlook this week. We maintain a narrative based on growth resilience and stick ...