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2023 Global Economic and Market Outlook
- 2022/12/14
- 再生時間： 1 時間 1 分
- ポッドキャスト
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サマリー
あらすじ・解説
Joyce Chang (Managing Director & Chair of Global Research, JPMorgan Chase & Co.) delivers an overview of global economic trends to watch heading into 2023 and beyond.
In the near term, Chang sees a mild recession taking effect in late 2023, with a true “soft landing”, as identified by the Federal Reserve, being unlikely. She notes that overall cycles may be shorter, with a likelihood of 4-year recessions rather than the historic 8 or 10, and markets that rally faster to regain losses.
Included in the long-term outlook are remarks on China’s slowing growth, regions that could benefit from supply chain shifts away from China and nearshoring, and the political divides in the US around ESG (Environmental, Social, Governance) projects and investing.
Richard K. Green (Director, USC Lusk Center for Real Estate) also fields questions on the US housing crisis, how rapidly rising interest rates could affect regional banks and nontraditional finance, the implications of a global aging population, and more.
Timestamps:
00:00 Introduction
01:48 Presentation
41:08 Q+A
More:
https://lusk.usc.edu/perspectives