Global Data Pod

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 to a larger and more synchronized global hiking cycle than currently expected. This is being reinforced by a strengthening cyclical uplift, although this modal view faces two-sided risks.

 

Speakers:

Bruce Kasman, Chief Economist

Joseph Lupton, Co-Head Economic Research

 

This podcast was recorded on 18 September 2026. 

This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

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 information; please visit www.jpmm.com/research/disclosures for important disclosures.

© 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

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 was recorded on 11 September 2026. 

This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

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 visit www.jpmm.com/research/disclosures for important disclosures.

© 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

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 shifting to the interaction of more credit-dependent business spending and central bank tightening.

 

Speakers:

Bruce Kasman, Chief Economist

Joseph Lupton, Co-Head Economic Research

 

This podcast was recorded on 4 September 2026. 

This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.