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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.
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Global Data Pod Weekender: A good foundation
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
Global Data Pod: Lagarde to depart, but the direction of travel remains
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. This podcast was recorded on 30 October 2026. This co
Global Data Pod Weekender: Once more unto the breach
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 pr
Global Data Pod: Pressures build, growth holds up in Western Europe
Greg 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 on 23 October 2026. Please visit http://www.jpmm.com/research/di
Global Data Pod Weekender: Knowing where you are
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 g
Global Data Pod: Gauging the fiscal and energy squeeze in Western Europe
Greg 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 2026. This communication is provided for information purposes onl
Global Data Pod: Is it 2012 all over again in Western Europe?
Greg 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 information purposes only. © 2026 JPMorgan Chase & Co. All rights re
Global Data Pod Weekender: Stand by your PMIs
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 fo
Global Data Pod Weekender: Now what?
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 alongs
Global Data Pod: Once again, all at once in Western Europe
Greg 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 for information purposes only. Institutional clients; please vis
Global Data Pod: Inflation monitor: Goods inflation moving into higher gear
Nora 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 rebounding led by a renewed rise in consumer energy inflation and an
Global Data Pod Weekender: Yes Virginia, there is a tradeoff between growth and inflation
The 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. What is not expected is a strong growth dynamic that forces cen
Global Data Pod: Another hawkish week in Western Europe
Greg Fuzesi and Allan Monks discuss another hawkishly eventful week. This podcast was recorded on September 24, 2026. This communication is provided for information purposes only. © 2026 JPMorgan Chase & Co. All rights reserved. This materi
Global Data Pod Weekender: Tomayto, tomahto
The 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 are also plenty of global factors at work—potentially leading
Global Data Pod: Western European central banks are on the move
Greg 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 communication is provided for information purposes only. For more informati
Global Data Pod Weekender: September song
The 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 Economist Joseph Lupton, Co-Head Economic Research This podcast
Global Data Pod: The ECB is on the move, will the BoE follow?
Greg 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 for information purposes only. For more information; please vi
Global Data Pod Weekender: Labor day
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 sh
Global Data Pod: A second ECB hike and still not done
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.
Global Data Pod: Inflation Monitor - Core goods inflation firms as services cool
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
Global Data Pod: Türkiye and Kazakhstan - Disinflation at crossroads
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 disinflati
Global Data Pod Weekender: Beachside banter
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,
Global Data Pod: Western Europe motors on
Greg Fuzesi and Raphael Brun-Aguerre discuss the positive growth signals out of Western Europe and whether that will push the more reluctant central banks to hike. This podcast was recorded on 21 August 2026. This communication is provided
Global Data Pod: Will Georgia Get a Rating Upgrade?
Georgia’s economy continues to defy expectations, with growth remaining exceptionally strong, despite a challenging external backdrop. In this episode, we discuss the drivers of Georgia’s resilience, including the rapid expansion of IT and
Global Data Pod Weekender: Mixed nuts
A week of mixed signals on our call for a cyclical lift has us scratching our heads. The surveys for July are flashing green for a strong pickup in the pace of activity this quarter. Unfortunately, what we have viewed as the key ingredient
Global Data Pod Weekender: Vibe check
The view is tracking a cyclical lift that comes with job growth, which in turn will amplify already elevated inflation concerns and spark a central bank turn toward tightening. Whether the mood around this call is shifting for the better or
Global Data Pod: Solid growth and clarity of speech in W. Europe
Greg Fuzesi and Allan Monks discuss the solid 2Q26 GDP reports and the (relative) clarity of central bank speak in Western Europe. This podcast was recorded on 30 July 2026. This communication is provided for information purposes only. © 20
Global Data Pod: Inflation Monitor: Inflation down, but not out
Nora Szentivanyi is joined by Greg Fuzesi and Michael Hanson to discuss the latest inflation developments and the outlook for the second half. The pullback in energy prices delivered a sizable disinflationary impulse in June, but that infla
Global Data Pod Weekender: The eagle and snake
The outlook has been viewed through the lens of a strong cyclical lift clashing with a set of geopolitical drags. The past week has delivered positive news on the cycle, but this also comes with news of an intensifying energy shock and trad
Global Data Pod: The starting point is good and that matters
Greg Fuzesi and Allan Monks discuss the latest on the Western European economy, which is seeing improving growth face off against yet another energy price shock. This podcast was recorded on 24 July, 2026. This communication is provided for
