HeyJaredGlobal Data Pod
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.
- Indexed episodes, last 90 days
- 17
- Latest publication
- Sep 4, 2026
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- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
Global Data Pod Weekender: Labor day (opens the original)
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Today’s employment report aligned labor demand more closely with the positive cyclical dynamics seen in both US and global activity this quarter. While there remains a concern about geopolitics and energy markets, our focus of concern is shifting to the interaction of more credit-dependent business spending and central bank tightening. Speakers: Bruce Kasman, Chief Economist Joseph Lupton, Co-Head Economic Research This podcast was recorded on 4 September 2026. This communication is provided for
Global Data Pod: A second ECB hike and still not done (opens the original)
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Greg Fuzesi and Raphael Brun-Aguerre discuss the latest news on growth and inflation, and preview next week’s ECB policy meeting. This podcast was recorded on 04 September 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
Global Data Pod: Inflation Monitor - Core goods inflation firms as services cool (opens the original)
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Global headline inflation cooled in July but is set to reaccelerate in August as higher energy prices reverse the recent decline. Food inflation has remained remarkably subdued, though rising pipeline pressures suggest a gradual pickup into year-end. Core inflation remains sticky at 2.7%oya, but a rotation is taking hold, with easing services inflation increasingly offset by firmer goods price inflation. We expect this dynamic to keep global inflation close to 3% and reinforce the case for furth
Global Data Pod: Türkiye and Kazakhstan - Disinflation at crossroads (opens the original)
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In this episode, Nicolaie Alexandru-Chidesciuc, Fatih Akcelik, and Khamza Sharifzoda examine the diverging inflation trajectories of Türkiye, where disinflation has stalled but not been derailed, and Kazakhstan, where the pace of disinflation has slowed. The discussion explores the underlying forces shaping inflation dynamics in both economies, the respective roles of monetary and fiscal policy, and the critical influence of inflation expectations. The speakers further consider the outlook for e
Global Data Pod Weekender: Beachside banter (opens the original)
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While the soft July data made us a little nervous, the August data is rebuilding confidence in a cyclical lift. As the business cycle regains its swagger, the odds of hikes will shift back up. More structural forces are also lifting yields, as both neutral rates and term premia are adding to longer-term borrowing costs. The downside depends on how current asset prices are a function of lower borrowing costs. There will be little to echo from the Grand Tetons around Jackson Hole. Speakers: Bruce
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