Global Data Pod

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About the show

Latest episodes

• 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…

• Global Data Pod: Western European central banks are on the move

  September 18, 2026 · 19 min

  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…

• Global Data Pod Weekender: September song

  September 11, 2026 · 35 min

  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…