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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

25:54

Global Data Pod: Rare Earths

Global Data Pod ·

2026/02/26

J.P. Morgan Global Research recently launched the Industry and Policy Thematics group. The aim of this group is to provide timely analysis of economy-wide industry and policy topics, including issues related to security and resilience. In this episode we discuss the group’s inaugural report on Rare Earths, we discuss the rare earth supply chain, why rare earths are critical, common myths, and the potential US playbook going forward. Featuring Jahangir Aziz, Co-Head of Economic Research and Head

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28:02

Global Data Pod Weekender: Start me up

Global Data Pod ·

2026/02/20

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

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38:39

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

Global Data Pod ·

2026/02/13

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

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38:15

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

Global Data Pod ·

2026/02/06

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

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29:27

Global Data Pod Research Rap: Inflation Monitor

Global Data Pod ·

2026/02/04

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

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35:55

Global Data Watch Weekender: Look inna yuh crystal...

Global Data Pod ·

2026/01/30

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

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46:26

Global Data Watch Weekend: The shadow knows

Global Data Pod ·

2026/01/23

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

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28:43

Global Data Watch Weekender: The more things change…

Global Data Pod ·

2026/01/16

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

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40:31

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

Global Data Pod ·

2026/01/09

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

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30:36

Global Data Pod Research Rap: Inflation monitor: Fade...

Global Data Pod ·

2026/01/06

Nora Szentivanyi is joined by Michael Hanson and Raphael Brun-Aguerre to discuss the 2026 inflation outlook and what we are learning from the latest CPI reports. Led by a sharp moderation in service price gains, global core (and headline) inflation slid to just 2.1%ar in the three months to November––a 1%-pt slide from August and its lowest in five years. This downward trajectory is once again raising the question of whether the disinflation trend will continue into the new year. As in the past

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34:50

Global Data Pod Weekender: Kicking the tires

Global Data Pod ·

2025/12/13

Kicking the tiresAfter two weeks off, the Weekender picks back up with a chat about the data in recent weeks and a probing of the upside and downside risks to the 2026 outlook. Two underappreciated issues for the US are also discussed: still-to-come immigration drags and the hit to growth and inflation from health care costs. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on December 12, 2025. This communication is provided for information purposes only. Institutional clients

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19:15

Global Data Pod: Steppe Forward into Oasis:...

Global Data Pod ·

2025/12/08

Kazakhstan and Uzbekistan have captured the attention of global investors in 2026. In this episode, Anatoliy Shal, Khamza Sharifzoda, and Nicolaie Alexandru dive into the factors fueling investor interest across Central Asia this year. The conversation also explores the outlook for 2026, examining whether these driving forces will sustain the region’s momentum. Our speakers also discuss key economic and political risks that may impact Kazakhstan and Uzbekistan in the year ahead. This podcast was

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36:30

Global Data Pod Weekender: Giving thanks for data

Global Data Pod ·

2025/11/22

The data of activity past has begun. This week’s payroll report is only one month and stale (Sept), but on the margin tempers some downside risk. Combined with the bulk of data coming after the Fed’s Dec meeting, a pause looks sensible. Asia views are upgraded, but possibly with a little too much verve.Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on November 11, 2025. This communication is provided for information purposes only. Institutional clients please visit

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34:48

Global Data Pod Weekender: The tick-tock of data...

Global Data Pod ·

2025/11/14

The balance of risks has been buffeted by resilient spending and survey data (the tick) and weak labor market data (and the tock). After a tick of solid 3Q GDP tracking and improving PMIs through October, we once again see the tock of even weaker labor market data this week from the US and Western Europe. Resilience into next year depends on how well the tick weathers the tock.Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 14 November 2025. This communication is provided

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33:23

Global Data Pod Weekender: You can’t handle the truth!

Global Data Pod ·

2025/11/07

Testing views, with continued uncertainties around the US labor market exacerbated by the government shutdown offset by better business surveys and improving activity data from Asia and Europe. Whether IEEPA tariffs are reversed may not change Trump’s mission (with numerous tools still at his disposal) but it could indicate that this Supreme Court has some limits—with a possible read-through to the Fed Governor Lisa Cook court case in January.Speakers: Bruce Kasman Joseph Lupton This podcast

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29:45

Global Data Pod Research Rap: Inflation Monitor:...

Global Data Pod ·

2025/11/04

Nora Szentivanyi and Michael Hanson discuss the latest global CPI reports and the implications for central banks. We also delve deeper into the topic of tariff-induced inflation in the US. The global top-down message remains one of continued sticky inflation around 3%. Along with the trimming of downside growth risks, this has unsurprisingly prompted central banks to turn less dovish. While US core inflation has risen less than expected at the outset of the trade war, it is running well above target

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44:44

Global Data Pod Edge: Africa is building back better

Global Data Pod ·

2025/11/03

Gbolahan Taiwo and Katie Marney discuss the improving outlook for African economies. Fiscal, monetary and FX reforms, rebuilt external reserves, improving terms of trade, declining inflation, and monetary easing are putting African economies on a more solid footing. Gbolahan and Katie go through takeaways for Nigeria, Angola, Ghana, Egypt, Senegal and Uganda.Speakers Katherine Marney, Emerging Markets Economic and Policy Research Gbolahan Taiwo, Emerging Markets Economic and Policy Research This

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33:32

Global Data Pod Weekender: Views from the Upside Down

Global Data Pod ·

2025/10/31

After two weeks off, the Weekender returns with an exploration of the upside and downside risks to the growth outlook and the implications of each for inflation and central bank behavior. We also discuss the outcome of the Trump Asia tour.Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 31 October 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan

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35:10

Global Data Pod Weekender: You can’t get there from here

Global Data Pod ·

2025/10/17

Debate over the growth picture continues with global expenditure data through September showing resilience but the labor market a key area of weakness. Whether wealth effects will cushion the coming purchasing power squeeze in the US is unclear. But we maintain that there is a tension in risk markets pricing both resilience and a Fed that returns rates to neutral, with inflation looking sticky absent a more material soft patch in growth. Speakers: Bruce Kasman Joseph Lupton This communication

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43:02

Global Data Pod Weekender: Just how symmetric are...

Global Data Pod ·

2025/10/10

A case is made that the US floor is low but the ceiling is high, while the range for the rest of the world is narrower. A counter argument is that the bullish view of risk assets poses more of an asymmetric risk distribution for the US. Fiscal policies have tilted easier this year, a theme we stressed in our year-ahead outlook, but the latest developments (France, Japan, China, US) do not move the global needle much. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 10 October

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251 results

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