Global Data Pod

J.P. Morgan Research

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 ДН. ТОМУ

    Global Data Pod Weekender: Start me up

    The year is starting with solid global momentum. Fading caution, firming in employment, signs of a broadening in non-tech related capex are prompting a bounce in industry—underscored by this week’s strong February flash PMIs. While the SCOTUS overturning of US IEEPA tariffs lays down some guardrails, we do not see it materially altering the US war on trade in aggregate. Resilient growth combined with elevated inflation make market pricing for Fed cuts in 2H26 increasingly untenable.   Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on 20 February 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.

    28 хв

  2. 13 ЛЮТ.

    Global Data Watch Weekender: Some signal, a lot of noise

    There are significant elements of noise in this week’s key reports but we feel there is enough signal in these readings to increase confidence that recoupling is taking hold that lifts hiring this quarter even as consumer spending slows. US inflation data follows a similar pattern, with the underlying signal pointing to somewhat less firming than incorporated in our forecast. Speakers:  Bruce Kasman Joseph Lupton   This podcast was recorded on February 13, 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 хв

  3. 6 ЛЮТ.

    Global Data Watch Weekender: It’s the job market, stupid

    Fading caution that leads to firming global labor markets is the central rotation to keep the expansion going—away from balance sheets last year and toward labor income–driven consumer spending this year. Job market performance will also be central to presumptive Fed Chair Warsh’s ability to either deliver cuts or be stymied by a more cautious FOMC. Given the upward pressures on inflation in 1H26, inflation is less likely to be an x-factor pointing to lower Fed rates.   Speakers:  Bruce Kasman Joseph Lupton   This podcast was recorded on 6 February 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.

    38 хв

  4. 4 ЛЮТ.

    Global Data Pod Research Rap: Inflation Monitor

    Nora Szentivanyi is joined by Raphael Brun-Aguerre and Michael Hanson to discuss the latest global inflation developments. While fading last quarter’s slide in core CPI inflation, a phase of sticky inflation reflecting common global dynamics looks to be ending and will give way to more disparate 2026 outcomes. US inflation is expected to accelerate above 3%oya as an early-year rebound combines with persistent goods price pressures. At the same time, declining goods prices and moderating wage pressures should push Euro area inflation down further to 1.9% . Early 2026 signals, including the flash Euro area HICP for January and US price surveys, lend support to our views.   This podcast was recorded on 04 February 2026.   This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-5185055-0, https://www.jpmm.com/research/content/GPS-5167500-0, https://www.jpmm.com/research/content/GPS-5196570-0, https://www.jpmm.com/research/content/GPS-5174882-0, 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

    29 хв

  5. 30 СІЧ.

    Global Data Watch Weekender: Look inna yuh crystal ball, culture man

    Strong global momentum at the start of the year is coming alongside rising commodity prices and a falling dollar. Is there a signal there? Can the EM ease even if DM rates stay on hold? Euro area inflation is coming off but growth is firming and pushing the unemployment rate to record lows. In the US, Fed chair nominee Warsh is likely to push for lower rates but could find himself in the dissent in the face of strong growth and sticky high inflation.   Speaker: Bruce Kasman Joseph Lupton   This podcast was recorded on 30 January 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 хв

  6. 23 СІЧ.

    Global Data Watch Weekender: The shadow knows

    Further year-end confirmation of a robust global consumer (outside China) supports the call that the expansion is weathering the various US policy risks. The key missing ingredient remains labor markets. The Fed will have to find its way amid strong growth and elevated inflation this year. With personnel changes coming up, leadership questions abound.    Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on 23 January 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.

    46 хв

  7. 16 СІЧ.

    Global Data Watch Weekender: The more things change…

    Resilience in consumer spending has been an important foundation for growth in 2025. Absent a pickup in hiring, this cannot be sustained. Is the stage set for a change? Are last year’s US policies a last-year story? Are this year’s latest US policy announcements meaningful? Is the Fed in serious jeopardy? Can you believe we’re only two weeks into the new year?    Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on 16 January 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.

    29 хв

  8. 9 СІЧ.

    Global Data Pod Weekender: We’re back, baby!

    The outlook for growth in 2026 is almost the same as for 2025. But the similarities end there, as growth in 2025 was imbalanced in a number of ways and these are unlikely to be sustained. We discuss these drivers and the needed rotation to new drivers, while also debating how to interpret the latest data and geopolitical developments. Growth is tracking strong, but labor markets are still a key concern.   Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on 9 January 2026. This communication is provided for information purposes only.  Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4691534-0 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.

    41 хв
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Опис

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.

Інформація

  • Канал
    J.P. Morgan Research
  • Автор
    J.P. Morgan Global Research
  • Роки діяльності
    2021 - 2026
  • Епізоди
    100
  • Категорія
    Не відверті
  • Авторське право
    © Copyright 2021 All rights reserved.
  • Вебсайт шоу
    Global Data Pod

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