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Global Data Pod

by J.P. Morgan Global Research

Not on the United States charts we track today.

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Latest episodes

  • Global Data Pod Weekender: Once more unto the breach

    October 23, 2026 · 46 min

    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…

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

    October 23, 2026 · 29 min

    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 www…

  • Global Data Pod Weekender: Knowing where you are

    October 16, 2026 · 40 min

    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…

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

    October 16, 2026 · 24 min

    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…

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

    October 9, 2026 · 24 min

    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…

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  • Global Data Pod Weekender: Stand by your PMIs

    October 8, 2026 · 35 min

    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…

  • Global Data Pod Weekender: Now what?

    October 2, 2026 · 37 min

    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…

  • Global Data Pod: Once again, all at once in Western Europe

    October 2, 2026 · 22 min

    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…

  • Global Data Pod: Inflation monitor: Goods inflation moving into higher gear

    October 1, 2026 · 33 min

    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

    September 25, 2026 · 36 min

    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…

  • Global Data Pod: Another hawkish week in Western Europe

    September 25, 2026 · 23 min

    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…

  • Global Data Pod Weekender: Tomayto, tomahto

    September 18, 2026 · 42 min

    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…

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About the show

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.