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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

41:08

Global Data Pod Weekender: On the strait and harrow

Global Data Pod ·

2026/04/10

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

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38:57

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

Global Data Pod ·

2026/04/03

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

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44:49

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

Global Data Pod ·

2026/03/27

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

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40:53

Global Data Pod Weekender: Another week into the unknown

Global Data Pod ·

2026/03/21

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

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51:25

Global Data Watch Weekender: Strait no chaser

Global Data Pod ·

2026/03/13

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

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28:25

Global Data Pod Research Rap: Inflation Monitor

Global Data Pod ·

2026/03/12

Nora Szentivanyi is joined by Raphael Brun-Aguerre, Michael Hanson and Allan Monks to discuss global inflation developments heading into the Iran conflict; the first-order impact of higher oil prices on headline CPI inflation; the likelihood and magnitude of second-order effects on core inflation and inflation expectations; and how central banks are likely to react to the shock.This podcast was recorded on March 12, 2026. This communication is provided for information purposes only. Institutional

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31:57

Global Data Watch Weekender: Pricing in conflict

Global Data Pod ·

2026/03/07

The unexpected intensity of the war on Iran has rattled energy markets, threatening the global expansion. Timing and duration are as important as magnitude. Beyond the spillover of the conflict, activity is starting the year strong but labor markets continue to lag. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 6 March 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important

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34:23

Global Data Watch Weekender: What could go wrong?

Global Data Pod ·

2026/02/27

Incoming data support our call for a recoupling of weak job growth to solid GDP gains, driven by a fading of business caution. Beyond this near-term tracking, we consider the types of shocks that could disrupt the outlook further out—with a focus on how to think about AI’s impact.Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 27 February 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures

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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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259 results

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