Global Data Pod

J.P. Morgan Research
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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. 5 நா. முன்

    Global Data Pod Weekender: One battle after another

    The battle between the cycle and the energy shock is over, and the cycle has won. The second half will still face headwinds as some supports fade and some drags remain. But the cyclical lift taking shape looks strong, and conviction is high that the expansion is on an upturn. This shifts the conversation to the next battle: If, when, and by how much will central banks need to tap the brake to get the inflation contained.   Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on 26 June 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures.  © 2026 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.

    36 நிமி.

  2. 5 நா. முன்

    Global Data Pod: W. European Economics

    Greg Fuzesi speaks with Allan Monks about the Western European economy.  This podcast was recorded on 26 June 2026. © 2026 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.

    22 நிமி.

  3. ஜூன் 19

    Global Data Pod: W. European Economics

    Greg Fuzesi speaks with Allan Monks about the Western European economy.    This podcast was recorded on June 19, 2026. This communication is provided for information purposes only.  Please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

    20 நிமி.

  4. ஜூன் 12

    Global Data Pod Weekender: Shifting sands

    Growth resilience through 2Q, hints of a deal to get oil flowing through the Strait, and signs of firming labor markets raise the question of shifting growth risks to the upside for 2H26. A reassessment of growth and inflation risks is, in turn, sparking a rethink in central bank policies.   Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on 12 June 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures.  © 2026 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.

    43 நிமி.

  5. ஜூன் 5

    Global Data Pod Weekender: Let me hear your cycle talk

    Despite the purchasing power squeeze from the Middle East conflict, the resilient cycle has dominated the macro landscape. Business spending on capex and hiring looks be broadening out, supporting our thesis that the cycle owes more to fading business caution than to a narrow AI boost. How well the supply side of the economy can keep pace with firming demand will tell the tale for central banks, including the Fed—which is likely to shift toward a neutral stance this month.   Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on 5 June 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures.  © 2026 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.

    34 நிமி.

  6. மே 29

    Global Data Pod Weekender: I’m okay, you’re okay

    The global expansion is showing resilience to the energy shock as the pre-war cyclical lift we have anticipated is absorbing the loss of purchasing power. As we enter week 14 of the Strait remaining closed, should we feel better, worse, or have the same degree of caution? If the Strait opens, will the cycle accelerate or are there headwinds to still worry about for 2H26? And if not, what should this mean for central banks?   Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on 29 May 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures.  © 2026 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.

    39 நிமி.

  7. மே 28

    Global Data Pod: Inflation monitor: Energy boosts headline, while core pressures build

    Nora Szentivanyi is joined by Raphael Brun-Aguerre and Michael Hanson to discuss takeaways from the latest CPI reports and signals for the path ahead. Surging energy prices pushed global headline inflation up further to 3.4%oya in April, bringing the gain since February to 1%-pt. The three-month annualized headline CPI rate jumped to 6.0%––its strongest pace since 2022––with energy prices alone adding 4%ar. Core inflation has remained sticky around 3% but we see growing risks of a break higher amid a mix of goods sector cost pressures, tightening labor markets, and firm pricing power. The signals on services inflation are mixed, with surveys suggesting a sharp loss in demand growth alongside a jump in prices.   This podcast was recorded on May 28, 2026. This communication is provided for information purposes only.  Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-5313158-0  https://www.jpmm.com/research/content/GPS-5308513-0  https://www.jpmm.com/research/content/GPS-5309828-0  https://www.jpmm.com/research/content/GPS-5300334-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

    30 நிமி.

  8. மே 23

    Global Data Pod Weekender: Wobble, wobble

    After the data in recent weeks underscoring the cyclical uplift in the global economy since the start of the year, this week’s DM flash PMIs and China data remind us that the Iran-related headwind is taking a toll and keeps downside risks alive. Absent this risk, inflation pressures are underappreciated and point to a potential central bank problem in the coming quarters.   Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on 22 May 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures.  © 2026 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.

    45 நிமி.
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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.

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    Global Data Pod

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