100 episodes

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.

Global Data Pod J.P. Morgan Research

    • Economía y empresa

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.

    Global Data Pod Weekender: The soft part of a soft landing

    Global Data Pod Weekender: The soft part of a soft landing

    After a consequential week on inflation, this week focuses on growth tracking. Global IP is on track for a bounce this quarter, as expected, but a softening in consumer goods spending raises some concern about sustainability. So too does a disappointing set of June flash PMIs. On balance, however, we still see solid support for an expansion that is already expected to moderate into the second half.
    Speakers:
    Joseph Lupton
    Nora Szentivanyi
    This podcast was recorded on 21 June 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.

    • 24 min
    Global Data Pod Weekender: Can you hear me now?

    Global Data Pod Weekender: Can you hear me now?

    In a consequential week for the US, the first soft inflation print in five months gave the Fed and markets some relief. The Fed remained cautious but hopeful with an unchanged narrative: still eyeing a rate cutting cycle that begins this year and continues with nine cuts through 2026.
    Speakers:
    Bruce Kasman
    Joseph Lupton
    This podcast was recorded on 13 June 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
    Global Data Pod Weekender: Global expansion takes a breath

    Global Data Pod Weekender: Global expansion takes a breath

    After a month of data tilting a bit softer, this week’s news reaffirmed the resilience in the global expansion. A strong set of PMIs were capped off by a strong US payroll report. With fading fears on growth, central banks are left questioning the pace of cuts. The ECB and BoC both eased this week but were more cautious looking forward. Next week’s Fed should deliver caution as well with an adjustment up in the 2024 dots and possibly in 2025.
    This podcast was recorded on 7 June 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.

    • 23 min
    Global Data Pod US: Data Drop – May Jobs Report Recap

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

    Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Strategy, discuss the May jobs report.
     
     
    This podcast was recorded on June 7, 2024.
    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4721112-0 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.

    • 4 min
    Global Data Pod Weekender: A macro potpourri

    Global Data Pod Weekender: A macro potpourri

    In a data-heavy short week, the latest news points to somewhat softer growth and inflation but none of which alter views of a resilient expansion and sticky elevated inflation that will keep central banks more cautious. Next week’s global PMIs will be important for tracking our call of a manufacturing lift into midyear, while US payrolls to show continued support for consumers and the ECB and BoC look set to begin a tentative cutting cycle.
    Speakers:
    Bruce Kasman
    Joseph Lupton
    This podcast was recorded on 31 May 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.

    • 29 min
    Global Data Pod: April Global Inflation Monitor

    Global Data Pod: April Global Inflation Monitor

    Nora Szentivanyi, Senior Global Economist, and Samantha Azzarello, Head of Content Strategy, discuss the latest global inflation report.
     
    Speakers:Nora Szentivanyi, Senior Global EconomistSamantha Azzarello, Head of Content Strategy
     
    This podcast was recorded on May 29, 2024.
    This communication is provided for information purposes only. Institutional clients can view the related report at  https://www.jpmm.com/research/content/GPS-4710969-0  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.
     

    • 5 min

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