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JPM economists Joseph Lupton and David......>

US VIEW
US VIEW: JPM economists Joseph Lupton and David Hensley said that the "global
growth pickup is as broad as it is impressive." They add that "as disinflation
shocks fade, global growth strengthens," and "75% of countries are seeing
above-potential growth, with strong gains in both the Developed Markets and
Emerging Markets."
- They add that "both goods production (PMI) and goods demand (retail sales and
capex) are accelerating broadly. Corporate profits have expanded across
countries and across sectors, reversing the 2014-16 shocks."

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