Global Data Pod

Nora Szentivanyi is joined by Raphael Brun-Aguerre, Michael Hanson and Allan Monks to discuss global inflation developments heading into the Iran conflict; the first-order impact of higher oil prices ...

12 Maalis 28min

The unexpected intensity of the war on Iran has rattled energy markets, threatening the global expansion. Timing and duration are as important as magnitude. Beyond the spillover of the conflict, activ...

7 Maalis 31min

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 tracking, we consider the types of shocks that coul...

27 Helmi 34min

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-wide industry and policy topics, including issues ...

26 Helmi 26min

The year is starting with solid global momentum. Fading caution, firming in employment, signs of a broadening in non-tech related capex are prompting a bounce in industry—underscored by this week’s st...

20 Helmi 28min

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 recoupling is taking hold that lifts hiring this qua...

13 Helmi 38min

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 toward labor income–driven consumer spending this y...

6 Helmi 38min

Nora Szentivanyi is joined by Raphael Brun-Aguerre and Michael Hanson to discuss the latest global inflation developments. While fading last quarter’s slide in core CPI inflation, a phase of sticky in...

4 Helmi 29min