Global Data Pod

J.P. Morgan Research
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Global Data Pod

Economists from J.P. Morgan Global Research offer their analysis on the economic data, macro trends and monetary and fiscal policy impacting the world today.

  1. 3 DAYS AGO

    Global Data Pod Weekender: Diversity, exceptionalism, and inflation

    Bruce Kasman and Joe Lupton discuss how the US election is a material shock to the baseline, but one that reinforces our view that pushed back against a consensus for an immaculate disinflation. A careful assessment of the coming supply and demand shocks to the global economy will lead us to expect diverse growth outcomes but undeniably higher inflation and less policy easing.   This podcast was recorded on November 8, 2024. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

    38 min

  2. 1 NOV

    Global Data Pod Weekender: Anticipation forward points the view

    Ahead of the all-important US election, the data tracking at the start of 4Q is mixed but supportive of a resilient expansion. A noisy October US labor report should be faded, but strong 3Q GDP growth and healthy income gains are constructive. Nevertheless, moderating wages gains should help the Fed ease at next week’s meeting while presenting an open mind about December. Elsewhere, we look for a 25bp cut from the BoE next week as well as an announcement of further China stimulus.   Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 1 November 2024. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

    28 min

  3. 1 NOV

    Global Data Pod US: Data Drop – October Jobs Report Recap

    Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Strategy, discuss the October jobs report. Speakers: Michael Feroli Samantha Azzarello This podcast was recorded on 1 November 2024. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

    5 min

  4. 1 NOV

    Global Data Pod EM Edge: Differentiation is the name of the game

    Katie, Nicolaie, Gbolahan and Steven discuss takeaways for EM Edge economies from last week’s IMF/World Bank meetings. Investors started the year ready to increase their exposures to EM Edge economies spurred by improved fundamentals, attractive valuations and reduced US recession risks. Improving fiscal and current accounts, better growth, high nominal (and real) rates and structural reform efforts drove interest in a diverse set of Edge economies. That interest remains intact. Yet, stories remain highly idiosyncratic which warrants differentiation. Following an overview of broad themes, the podcast goes into the most top-of-mind frontier markets from last week’s meetings. Speakers: Katherine Marney, Emerging Markets Economic and Policy ResearchGbolahan Taiwo, EM, Economic and Policy ResearchNicolaie Alexandru-Chidesciuc, EM, Economic and Policy ResearchSteven Palacio, EM, Economics Research This podcast was recorded on 31 October 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4829599-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

    29 min

  5. 26 OCT

    Global Data Pod Weekender: Forecasters love company

    The JPMorgan conference delivered a consensus around a Goldilocks macro scenario even as participants say US election outcomes look like a coin-toss. The risks of a blue versus red wave, and versus divided government lead to varied outcomes on growth, inflation, and the Fed. All of these are discussed. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 25 October 2024. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

    34 min

  6. 24 OCT

    Global Data Pod Research Rap: Inflation Monitor

    Nora Szentivanyi and Raphael Brun-Aguerre discuss their takeaways from the September CPI reports and how the incoming data are shaping the outlook for global inflation and monetary policy. Global headline inflation eased further to 2.7%oya, aided by falling energy prices––a decline that has supported consumer purchasing power. But core inflation is proving to be sticky around 3% after stepping down from 3.4%ar in 1H24. Services inflation globally continues to run above pre-pandemic norms, even as goods prices have returned to their pre-pandemic inflation rate. However, persistent divergences in both domestic demand and supply are now starting to drive greater variation in inflation outcomes.  This podcast was recorded on October 24, 2024. This communication is provided for information purposes only.  Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4824594-0 , https://www.jpmm.com/research/content/GPS-4820478-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

    27 min

  7. 18 OCT

    Global Data Pod Weekender: More than a feeling

    A number of recent developments serve to reduce downside growth risks globally. In part this reflects strong US demand indicators and substantial front-loaded China policy supports, which serve to materially raise our current quarter global growth forecast. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on October 18, 2024. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

    27 min

  8. 15 OCT

    Global Data Pod EM Edge: Checking the compass

    Katie, Nicolaie and Steven discuss the latest economic trends in the EM Edge. Inflation for most EM Edge economies, outside of Africa, have converged to their pre-pandemic norms. The direction from here is upward, in our view. While we are not overly concerned yet, we are monitoring risks rising global food prices, increases in global energy prices and a continued hawkish re-pricing of Fed policy that brings EM Edge currencies under pressure. SpeakersKatherine Marney, Emerging Markets Economic and Policy Research Nicolaie Alexandru, EM, Economic and Policy ResearchSteven Palacio, EM, Economics Research   This podcast was recorded on October 15, 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4813316-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 20XX JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

    21 min
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About

Economists from J.P. Morgan Global Research offer their analysis on the economic data, macro trends and monetary and fiscal policy impacting the world today.

Information

  • Channel
    J.P. Morgan Research
  • Creator
    J.P. Morgan Global Research
  • Years Active
    2021 - 2024
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2021 All rights reserved.
  • Show Website
    Global Data Pod

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