Global Data Pod
by J.P. Morgan Global Research
Latest episode
Global Data Pod Weekender: A good foundation
Global Data Pod Weekender: A good foundation
About this podcast
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.
Episodes
The newest 20 of 100 episodes
- Global Data Pod Weekender: A good foundation · 43 min · Episode 451Incoming 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…
- Global Data Pod: Lagarde to depart, but the direction of travel remains · 23 min · Episode 450Greg 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…
- Global Data Pod Weekender: Once more unto the breach · 46 min · Episode 449Another 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…
- Global Data Pod: Pressures build, growth holds up in Western Europe · 29 min · Episode 448Greg Fuzesi, Allan Monks and Raphael Brun-Aguerre discuss another week with rising sovereign bond spreads, higher energy prices and resilient growth. This podcast was recorded…
- Global Data Pod Weekender: Knowing where you are · 40 min · Episode 447A 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…
- Global Data Pod: Gauging the fiscal and energy squeeze in Western Europe · 24 min · Episode 446Greg Fuzesi, Allan Monks and Raphael Brun-Aguerre continue to discuss the region’s fiscal challenges and energy price drags on growth. This podcast was recorded on 16 October…
- Global Data Pod: Is it 2012 all over again in Western Europe? · 24 min · Episode 445Greg Fuzesi, Allan Monks and Raphael Brun-Aguerre discuss the region’s fiscal challenges. This podcast was recorded on October 09, 2026. This communication is provided for…
- Global Data Pod Weekender: Stand by your PMIs · 35 min · Episode 444Despite 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…
- Global Data Pod Weekender: Now what? · 37 min · Episode 443A 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…
- Global Data Pod: Once again, all at once in Western Europe · 22 min · Episode 442Greg Fuzesi and Raphael Brun-Aguerre discuss another volatile week with a special focus on France. This podcast was recorded on 02 October 2026. This communication is provided…
- Global Data Pod: Inflation monitor: Goods inflation moving into higher gear · 33 min · Episode 441Nora Szentivanyi is joined by Raphael Brun-Aguerre and Abiel Reinhart to discuss the latest global inflation developments and the path ahead. Global inflation momentum is…
- Global Data Pod Weekender: Yes Virginia, there is a tradeoff between growth and inflation · 36 min · Episode 440The news continues to point to broad and strong global growth momentum. It is thus no surprise that markets and central banks are increasingly expecting a higher path of rates…
- Global Data Pod: Another hawkish week in Western Europe · 23 min · Episode 439Greg Fuzesi and Allan Monks discuss another hawkishly eventful week. This podcast was recorded on September 24, 2026. This communication is provided for information purposes…
- Global Data Pod Weekender: Tomayto, tomahto · 42 min · Episode 438The week bolstered the shift toward higher rates, with the Fed joining the hiking cycle and signaling more to come. While domestic conditions are playing their usual role, there…
- Global Data Pod: Western European central banks are on the move · 19 min · Episode 437Greg Fuzesi and Allan Monks discuss the hawkish shift that Western European central banks are progressively making. This podcast was recorded on Sept 18, 2026. This…
- Global Data Pod Weekender: September song · 35 min · Episode 436The tide on central bank tightening has turned and we see the September hikes from the ECB, Fed, and BoJ as the start of a broad tightening cycle. Speakers: Bruce Kasman, Chief…
- Global Data Pod: The ECB is on the move, will the BoE follow? · 25 min · Episode 435Greg Fuzesi and Allan Monks discuss this week’s hawkish ECB and next week’s (potentially) hawkish BoE. This podcast was recorded on Sept 11, 2026. This communication is provided…
- Global Data Pod Weekender: Labor day · 32 min · Episode 434Today’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…
- Global Data Pod: A second ECB hike and still not done · 25 min · Episode 433Greg 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…
- Global Data Pod: Inflation Monitor - Core goods inflation firms as services cool · 27 min · Episode 432Global 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…
