Global Data Pod

Afleveringen

1. Global Data Pod: Inflation Monitor: Another squeeze, with broader pressures

   5 november 2026 · 26 min

   Afspelen
   Nora Szentivanyi is joined by Abiel Reinhart and Raphael Brun-Aguerre to discuss the latest global inflation developments. Inflation pressures broadened in September, with both core goods and services inflation moving higher alongside firmer food and energy prices. Risks to the outlook are shifting once again as oil prices fell sharply this week, while a historically intense El Niño is starting to pass through to food prices in parts of EM. We discuss the latest US and Euro area inflation signals and the implications for inflation forecasts and monetary policy. Lees meer

   Related Research Reports
   Global Inflation Monitor: Another squeeze, with broader pressures
   El Nino Tracker: Food inflation picks up in EM
   US CPI & TIPS: On firmer footing
   Euro area: Higher headline but broadly stable core
   US: A piece of the puzzle - wages, slack and inflation

   This podcast was recorded on 05 November 2026.

   This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5499686-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

   Copyright 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. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.

2. Global Data Pod Weekender: A good foundation

   30 oktober 2026 · 42 min

   Afspelen
   Incoming news reinforces the message of strength for global growth last quarter, albeit somewhat mixed with the US leading the way. Moderation is expected this quarter but robust profit growth should be the catalyst for a rotation to labor markets perking up. Downside risks can been seen in rising energy shocks, fading wealth effects, and waning fiscal impulses. Central banks remained on hold this week but signaled broadly that hikes are on deck before year-end. Lees meer

   Speakers:
   Bruce Kasman, Chief Economist
   Joseph Lupton, Co-Head Economic Research

   This podcast was recorded on 30 October 2026. (http://www.jpmm.com/research/disclosures)

   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. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.

3. Global Data Pod: Lagarde to depart, but the direction of travel remains

   30 oktober 2026 · 23 min

   Afspelen
   Greg Fuzesi and Raphael Brun-Aguerre discuss the coming change in leadership at the ECB, the direction of travel on monetary policy and the latest news on Euro area growth and inflation. Lees meer

   This podcast was recorded on 30 October 2026.

   This communication is provided for information purposes only. Institutional clients; please visit www.jpmm.com/research/disclosures for important disclosures.

   Copyright 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. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.

4. Global Data Pod Weekender: Once more unto the breach

   24 oktober 2026 · 46 min

   Afspelen
   Another surge in energy prices alongside business hiring that has yet to perk up materially raises the same old question: How long can consumers keep spending without real purchasing power? As long as growth is resilient, aided by strong profits and a shift to business spending, central banks will focus on sticky elevated inflation. Next week’s Fed, ECB, and BoJ will stay on hold but single hikes to come, while the BoC starts a hiking cycle. Lees meer

   Speakers:

   Bruce Kasman, Chief Economist

   Joseph Lupton, Co-Head Economic Research

   This podcast was recorded on October 23, 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. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.

5. Global Data Pod: Pressures build, growth holds up in Western Europe

   23 oktober 2026 · 29 min

   Afspelen
   Greg Fuzesi, Allan Monks and Raphael Brun-Aguerre discuss another week with rising sovereign bond spreads, higher energy prices and resilient growth. Lees meer

   This podcast was recorded on 23 October 2026.

   Please visit www.jpmm.com/research/disclosures for important disclosures.

   Copyright 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. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.

6. Global Data Pod Weekender: Knowing where you are

   16 oktober 2026 · 40 min

   Afspelen
   A strong two quarters of growth comes with geo-divergence and some mixed signals on momentum, raising questions not about the strong past but about the future. A global rotation is projected, with the US downshifting from a boomy pace and growth in the rest of the world strengthening. Against this backdrop, both headline and underlying inflation are firming. Lees meer

   Speakers:

   Bruce Kasman, Chief Economist

   Joseph Lupton, Co-Head Economic Research

   This podcast was recorded on 16 October 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.

7. Global Data Pod: Gauging the fiscal and energy squeeze in Western Europe

   16 oktober 2026 · 24 min

   Afspelen
   Greg Fuzesi, Allan Monks and Raphael Brun-Aguerre continue to discuss the region’s fiscal challenges and energy price drags on growth. Lees meer

   This podcast was recorded on 16 October 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.

8. Global Data Pod: Is it 2012 all over again in Western Europe?

   9 oktober 2026 · 24 min

   Afspelen
   Greg Fuzesi, Allan Monks and Raphael Brun-Aguerre discuss the region’s fiscal challenges. Lees meer

   This podcast was recorded on October 09, 2026.

   This communication is provided for information purposes only.

   © 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.

9. Global Data Pod Weekender: Stand by your PMIs

   9 oktober 2026 · 35 min

   Afspelen
   Despite the mixed messages from the sweep of global data on employment and spending, the PMIs are booming. The breadth of the rise across sectors and countries, along with a surge in the employment PMI, keeps us comfortable with our call for a cyclical lift that is joined by firming labor markets. For now, central banks remain in the New Testament and that’s a good thing. Lees meer

   Speakers:

   Bruce Kasman, Chief Economist

   Joseph Lupton, Co-Head Economic Research

   This podcast was recorded on 8 October 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.

10. Global Data Pod Weekender: Now what?

    2 oktober 2026 · 37 min

    Afspelen
    A week of conflicting signals leaves us with more questions. We stand by our PMIs, which point to broad-based accelerating global strength at the start of 4Q. We also are impressed by the extra dose of US income, which was revised up alongside a stronger 2Q GDP outturn. However, the disappointing September payrolls number challenges a key feature of our outlook: the need for jobs to provide more support in extending the expansion. If nothing else, the tension in the data pushes off the need for immediate October rate hikes. Lees meer

    Speakers:

    Bruce Kasman, Chief Economist

    Joseph Lupton, Co-Head Economic Research

    This podcast was recorded on 2 October 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.

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