x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Global Data Pod

J.P. Morgan Global 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.

business

All Episodes

35:16

Global Data Pod Weekender: Front-loading

Global Data Pod ·

2025/03/21

Risks to the global expansion are elevated in the face of a broadening trade war, but incoming news highlights a still underlying resilient expansion. The trade drag weighing down 1Q25 US growth is reflecting a boost elsewhere, particularly in Asia where the latest news points to a surge in trade activity in advance of prospective tariffs.Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 21 March 2025. This communication is provided for information purposes only. Institutional

en

29:27

Global Data Pod Weekender: Fear is the expansion killer

Global Data Pod ·

2025/03/14

The data through January tell a story of a moderating expansion, but the ongoing US policy turmoil is weighing on February sentiment readings. Absent a détente in the US war on trade and other domestic austerity measures, we put the risk of recession this year at 40%. Next week’s Fed meeting should aim to not make waves.Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 14 March 2025. See the Daily consumer spending tracker

en

33:04

Global Data Pod Weekender: Trump sees his shadow, 4...

Global Data Pod ·

2025/03/07

A tumultuous week in the US trade war leaves the world only with modestly higher tariffs on China but more downside risk. While tariffs on USMCA-compliant goods got pushed back (again) to April, noncompliant goods (estimated at 20% of total imports) will be tariffed at 25%. The impact of the chaos alongside the austerity measures of DOGE are likely to weigh on confidence and growth. Odds of global recession this year have jumped to 40%. Absent recession and against the backdrop of a sharp projected

en

30:44

Global Data Pod Research Rap: Sticky inflation meets...

Global Data Pod ·

2025/03/04

Nora Szentivanyi is joined by Greg Fuzesi and Michael Hanson to discuss the key takeaways from our latest Global Inflation Monitor and inflation risks stemming from higher tariffs . While there are reasons to fade elements of the January upside inflation surprise, global core inflation remains stuck at a 3% pace and we have nudged our 1Q25 forecast upward to 3.4%ar. Moreover, headline inflation has firmed to a 3.7%ar over the past three months after a slide to 2.6%ar over the prior six months

en

18:42

Global Data Pod Research Rap: Some Unpleasant Tariff...

Global Data Pod ·

2025/03/03

Michael Hanson and Murat Tasci, of the US Economics team, discuss their latest Research Note on the challenges for meeting the many disparate objectives of the Trump tariffs, and what that might mean for tariff revenues.Speakers: Michael Hanson, Senior US and Canadian Economist Murat Tasci, Senior US Economist This podcast was recorded on March 3, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at

en

31:45

Global Data Pod Weekender: When worlds collide

Global Data Pod ·

2025/02/28

We see more momentum loss in the data and question how much is noise and how much is signal; we also question what that signal is if any. This then sets the foundation for assessing the risks related to the multitude of US policy risks on the horizon.Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 28 February 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. ©

en

28:45

Global Data Pod EM Edge: Collateral Damage

Global Data Pod ·

2025/02/26

Nicolaie, Katie, Gbolahan and Steven debate exposures across EM Edge from policy actions taken by the Trump administration around FDI, trade and aid flows. In addition, they discuss an impending review of US membership to international organizations, which could encompass the World Bank and IMF, and how that could impact the EM Edge. Speakers: Katherine Marney, Emerging Markets Economic and Policy Research Nicolaie Alexandru, EM, Economic and Policy Research Steven Palacio, EM, Economics

en

25:01

Global Data Pod Weekender: How you like me now?

Global Data Pod ·

2025/02/21

The cyclical momentum into year-end is losing some steam at the start of the year—how much so is debatable. Uncertainties around US policy are the key risks to the outlook. Looking through the range of Trump policy initiatives, the balance of risks looks to be tilting more negative—again, how much so is debatable. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 21 February 2025. This communication is provided for information purposes only. Institutional clients please visit

en

25:31

Global Data Pod Weekender: Maybe not today, maybe not...

Global Data Pod ·

2025/02/14

The latest data show downside surprises to growth and upside surprises to inflation. However, with so much noise at the start of the year, it is hard to take too much signal and with fundamentals still solid, we are comfortable with the outlook for healthy global growth this quarter. The risk is more looking forward and how the flood of back-and-forth Trump policies is impacting business decision making.Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 14 February 2025. This

en

34:40

Global Data Pod Weekender: Don't look down

Global Data Pod ·

2025/02/07

Bruce Kasman is joined by Joe Lupton to discuss how the global expansion remains on solid footing for now. According to this week’s January surveys, the firming in global industry late last year looks to have continued into 2025. However, US policy churn—including an unexpected trade war on its closest trading partners—has increased uncertainties that are likely to be a new headwind, particularly on business spending. US fiscal policies are limited by already elevated deficits, adding to concerns of

en

35:38

Global Data Pod Research Rap: A testing time for core...

Global Data Pod ·

2025/02/05

Tariffs could lift global inflation this year, but business cycle dynamics are likely to play an important role in driving core inflation performance. Consistent with our forecast that the global economy turns into the new year generating above-trend growth, we anticipate that global core CPI (ex China and Türkiye) will rise at a 3%ar in 1H25, in line with its 2024 outcome. Alongside a firming in core goods inflation, services inflation looks set to continue but should be limited and divergent

en

33:17

Global Data Pod Weekender: Exceptionalism that...

Global Data Pod ·

2025/01/31

In a week of news regarding ongoing resilient growth and still-solid inflation, our key call of a Trump-lite policy outcome this year is being severely challenged with the confirmation of 25% tariffs on Canada and Mexico. Such an outturn would not only weigh more heavily on the global outlook but also undermine the US expansion given the centrality of the US’s most important trading partners. Amid a flurry of central bank meetings, we largely got what was expected.Speakers: Bruce Kasman Joseph

en

30:37

Global Data Pod Research Rap: North America’s Fraught...

Global Data Pod ·

2025/01/28

Michael Hanson, senior US and Canadian economist, and Gabriel Lozano, Head of Mexico Economics, discuss their latest Research Note on the Trump administration’s threatened 25% tariffs on Canada and Mexico. They explore the motivations, risks for retaliation, potential economic implications, and consequences for USMCA. This podcast was recorded on January 28, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at

en

32:13

Global Data Pod Weekender: All day long in fog and wind

Global Data Pod ·

2025/01/24

While absent of immediate trade war, the start of the Trump administration brought little clarity to the US policy path ahead, and we do not change our key calls. Against this backdrop, the global economy is humming along with news supporting our call for global industry to perk up in the coming months. Among the many central banks meeting next week, the Fed (hold) and ECB (-25bp) will be a reminder of the stark divergence between these two economies. Speakers: Bruce Kasman Joseph Lupton This

en

30:52

Global Data Pod Weekender: Let the games begin

Global Data Pod ·

2025/01/17

Monday’s Inauguration Day in the US will not be a lifting of the policy fog that many are hoping for but rather just the start of a broad set of sweeping policy changes, the effects of which will take months (or longer) to understand. Still, a likely wave of executive orders will begin a period of busy policy and data tracking. Global industry looks to have perked up at year-end but the surveys remain depressed. Tracking the state of global sentiment as it processes the coming flurry of US actions

en

29:57

Global Data Pod Research Rap: More Trump tariffs

Global Data Pod ·

2025/01/14

Jahangir Aziz joins Nora Szentivanyi to discuss the outlook for US trade policy, its impact on the rest of the world and how views on tariffs have evolved in the past month or so. Our 2025 outlook assumes that new tariffs from the Trump administration will be targeted at China. A clear risk to our baseline view is that increases in US tariffs will be more widespread. Speakers: Nora Szentivanyi, Global Economic and Policy Research Jahangir Aziz, Emerging Markets Economic and Policy Research This

en

24:55

Global Data Pod Weekender: The known unknowns

Global Data Pod ·

2025/01/10

Recent data support our long-standing view for resilient growth, elevated sticky inflation, and constrained central bank easing. The known unknowns around US policy reinforce these views but are also raising financial and macro risks that have both a directional and timing uncertainty.Speakers: Bruce Kasman Joseph Kasman This podcast was recorded on 10 January 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures

en

31:17

Global Data Pod Research Rap: Making Asia vulnerable...

Global Data Pod ·

2025/01/09

Sajjid Chinoy joins Nora Szentivanyi to discuss the outlook for EM Asian economies in 2025. The tech cycle upswing, underpinned by AI-related demand, has been crucial to the region’s resilience in 2024. While these tech tailwinds are likely to sustain, the regional outlook for 2025 is heavily clouded by a US-China Trade War 2.0. In contrast to the last US-China trade war, the rest of the region is more vulnerable this time around because activity is still much below the pre-pandemic path and the

en

28:18

Global Data Pod Weekender: Testing time

Global Data Pod ·

2025/01/03

A number of elements of our high-for-long rate narrative will be tested by data and policy guidance this quarter. We will receive greater clarity on the direction of US policy where we expect the new administration to eschew extremes on trade and immigration policy while moving forward quickly on regulatory relief. Our expectation for a lift in global industry and firming in goods prices is already being challenged by a disappointing global mfg. PMI. On inflation we do not see a repeat of the past

en

31:14

Global Data Pod Weekender: Making a list, checking it...

Global Data Pod ·

2024/12/13

Global industry is getting a boost from firming final demand. We are bullish for manufacturing in the coming months—to be supported by next week’s expected December reports on US retail sales and G-4 flash PMI readings. Central banks are still easing but the drivers have turned more domestic. Next week’s projected 25bp Fed cut would bring the 2024 easing cycle to 100bp, despite material upside surprises this year to both growth and core inflation forecasts. (The Weekender will return January 3;

en

237 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...