Podcast Episodes
Back to SearchGlobal Data Pod Weekender: Another week into the unknown
Episode 397
Strong momentum in 1Q leads to upward revisions but the ongoing Middle East conflict poses a larger downside to growth this year. Despite the growth …
2 months ago
Global Data Watch Weekender: Strait no chaser
Episode 396
The central risk to the outlook is whether oil begins flowing through the Strait of Hormuz. Baseline views are background features, with scenarios of…
2 months, 1 week ago
Global Data Pod Research Rap: Inflation Monitor
Episode 395
Nora Szentivanyi is joined by Raphael Brun-Aguerre, Michael Hanson and Allan Monks to discuss global inflation developments heading into the Iran con…
2 months, 1 week ago
Global Data Watch Weekender: Pricing in conflict
Episode 394
The unexpected intensity of the war on Iran has rattled energy markets, threatening the global expansion. Timing and duration are as important as mag…
2 months, 2 weeks ago
Global Data Watch Weekender: What could go wrong?
Episode 393
Incoming data support our call for a recoupling of weak job growth to solid GDP gains, driven by a fading of business caution. Beyond this near-term …
2 months, 3 weeks ago
Global Data Pod: Rare Earths
Episode 392
J.P. Morgan Global Research recently launched the Industry and Policy Thematics group. The aim of this group is to provide timely analysis of economy…
2 months, 3 weeks ago
Global Data Watch Weekender: Start me up
Episode 391
The year is starting with solid global momentum. Fading caution, firming in employment, signs of a broadening in non-tech related capex are prompting…
3 months ago
Global Data Watch Weekender: Some signal, a lot of noise
Episode 390
There are significant elements of noise in this week’s key reports but we feel there is enough signal in these readings to increase confidence that r…
3 months, 1 week ago
Global Data Watch Weekender: It’s the job market, stupid
Episode 389
Fading caution that leads to firming global labor markets is the central rotation to keep the expansion going—away from balance sheets last year and …
3 months, 2 weeks ago
Global Data Pod Research Rap: Inflation Monitor
Episode 388
Nora Szentivanyi is joined by Raphael Brun-Aguerre and Michael Hanson to discuss the latest global inflation developments. While fading last quarter’…
3 months, 2 weeks ago