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. HÁ 3 H

    Global Data Pod Research Rap: Inflation monitor: Headline surges, core moderates

    Nora Szentivanyi is joined by Greg Fuzesi and Mike Hanson to discuss takeaways from the latest CPI reports, the outlook for inflation and central banks. March CPI reports delivered the anticipated spike in headline inflation as energy prices surged in response to the Iran conflict, pushing the three-month annualized headline CPI rate to its strongest pace in three years. Inflation outside of energy was well-behaved, with core inflation up a modest 0.19% gain last month. Although the 3%ar 3m run-rate in core inflation remains elevated, the step-down in March reinforces central bank patience through the initial leg of this oil price spike. Inflation paths are differentiated across regions, but so are central bank reaction functions. We expect Western European central banks to tilt more hawkish in response to the energy shock than the Fed.   This podcast was recorded on April 28, 2026. This communication is provided for information purposes only.  Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5277839-0, https://www.jpmm.com/research/content/GPS-5267518-0, https://www.jpmm.com/research/content/GPS-5261954-0, 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 min

  2. HÁ 3 DIAS

    Global Data Pod Weekender: How bad could it get?

    With the reversal of last week’s joint statement on opening the Strait of Hormuz and yet one more week closer to damaging quantity constraints, we reassess our adverse scenario for the outlook. Also, we consider what a Warsh Fed would look like.   Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on 24 April 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.

    52 min

  3. 17 DE ABR.

    Global Data Pod Weekender: Much ado about oil

    While not out of the woods, the tail risk around the Middle East shock has faded materially for now. This brings the conversation back to tracking the same forces for growth and inflation discussed before the war, with a dash less growth but a dash more inflation. The “not having your cake and eating it too” theme is back on the menu. The case for more hawkish central banks is made, most clearly for the Fed.     Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on 17 April 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.

    37 min

  4. 10 DE ABR.

    Global Data Pod Weekender: On the strait and harrow

    The fragile cease-fire has not opened the strait or even ended hostilities fully, but the hint of an end keeps our outlook on a path for energy prices to hold steady before gradually drifting lower in 2H26. Absent downside tail risks, which remain large, we see supports to weather the storm. However, signs of slowing consumer spending last quarter and a March drop in surveys raise concerns.   Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on April 10, 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.

    41 min

  5. 3 DE ABR.

    Global Data Pod Weekender: All’s unclear that ends unclear

    The data in hand continue to paint a picture of solid momentum in activity at the start of the year. However, while today’s US payroll report was encouraging, the March global PMIs send a more cautionary signal that fear is building for where the expansion goes in the current quarter. From here, each week of closure in the Strait of Hormuz raises the risk considerably of a much more serious hit from the commodity shock.   Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on 3 April 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 min

  6. 27 DE MAR.

    Global Data Pod Weekender: That's gonna leave a mark

    The energy price shock is finishing its fourth week and the risks of material macro damage are rising. Until then the baseline of Brent oil prices that hold at current levels through midyear and then moderate by year-end makes for a lot of debate (both "should" and "will") about central bank reactions.    Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on 27 March 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 min

  7. 21 DE MAR.

    Global Data Pod Weekender: Another week into the unknown

    Strong momentum in 1Q leads to upward revisions but the ongoing Middle East conflict poses a larger downside to growth this year. Despite the growth hit, the boost to inflation and concern of second-round pass-through into core is complicating central bank reactions.   Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on March 20, 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.

    41 min

  8. 13 DE MAR.

    Global Data Watch Weekender: Strait no chaser

    The central risk to the outlook is whether oil begins flowing through the Strait of Hormuz. Baseline views are background features, with scenarios of elevated, high, and surging oil prices the key downside risks to growth. With uncertainty high, central banks will likely stay in wait-and-see mode. The degree to which cyclical context influences policy decisions is debated. A few brief remarks provided on Asian activity tracking.    Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on 13 March 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.

    51 min
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Sobre

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.

Informações

  • Canal
    J.P. Morgan Research
  • Criado por
    J.P. Morgan Global Research
  • Anos de atividade
    2021 - 2026
  • Episódios
    100
  • Classificação
    Livre
  • Copyright
    © Copyright 2021 All rights reserved.
  • Site do podcast
    Global Data Pod

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