Recession Not Our Base Case, JPMorgan Asset Management Says

The video discusses the current economic outlook, emphasizing that a recession is unlikely due to strong household and corporate balance sheets and global momentum. It highlights inflation trends and policy decisions in Asia, particularly in Korea and Australia. The risks to Australia's growth, such as the housing market and China's economic activities, are examined. Finally, the video explores opportunities in government debt, suggesting a cautious approach to duration and highlighting potential in credit markets.

What are the current indicators suggesting about the likelihood of a recession?

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What factors are contributing to the strong household and corporate balance sheets?

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How might inflation impact consumer spending and consumption?

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What is the significance of the RBA's focus on realized wage growth?

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What are the potential risks to Australia's growth outlook mentioned in the text?

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