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Global Data Pod Global Data Pod J.P. Morgan Global Research Ostan Asuntoja Podcast Ostan Asuntoja Podcast Harri Huru Mission Money Mission Money FOCUS China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets Fexingo YouTube Marketing with Fexingo: Channel Growth, Video SEO, and Long-Form Audience Building YouTube Marketing with Fexingo: Channel Growth, Video SEO, and Long-Form Audience Building Fexingo The Newsletter Podcast with Fexingo: Substack, Beehiiv, and Email Newsletter Business The Newsletter Podcast with Fexingo: Substack, Beehiiv, and Email Newsletter Business Fexingo Youtube Passive Income by Ranking Youtube Passive Income by Ranking Master Passive Income Network Brand Storytelling with Fexingo: Narrative, Mission, and Stories That Sell Brand Storytelling with Fexingo: Narrative, Mission, and Stories That Sell Fexingo Product-Led Growth with Fexingo: PLG Strategy, Self-Serve Software, and Modern SaaS Sales Product-Led Growth with Fexingo: PLG Strategy, Self-Serve Software, and Modern SaaS Sales Fexingo Optimal Work Daily - Career, Productivity and Entrepreneurship Optimal Work Daily - Career, Productivity and Entrepreneurship Optimal Living Daily | Dan W. The Playbook With David Meltzer The Playbook With David Meltzer David Meltzer, Entrepreneur.com Financially Confident Christian Financially Confident Christian Ralph V. Estep, Jr. The CPG Guys The CPG Guys Peter V.S. Bond & Sri Rajagopalan Optimal Finance Daily - Financial Independence and Money Advice Optimal Finance Daily - Financial Independence and Money Advice Optimal Living Daily | Diania Merriam The Startup CPG Podcast The Startup CPG Podcast Startup CPG Omni Mindfulness Omni Mindfulness Shilpa Lewis Bitcoin Success School Bitcoin Success School Fin Creighton Phastidio Podcast Phastidio Podcast Mario Seminerio Scams, Money, & Murder Scams, Money, & Murder Crime House AuDHD Flourishing AuDHD Flourishing Mattia Maurée Climate Economics with Fexingo: Carbon Pricing, Green Policy, and Sustainability Costs Climate Economics with Fexingo: Carbon Pricing, Green Policy, and Sustainability Costs Fexingo Slate Daily Feed Slate Daily Feed Slate Podcasts The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch Harry Stebbings 聞く経済ニュース - 海外メディア超多読ラジオ 聞く経済ニュース - 海外メディア超多読ラジオ 聞く経済ニュース #12minconvos with Jesus Believers #12minconvos with Jesus Believers Engel Jones The Brand Called You The Brand Called You The Brand Called You Product Marketing with Fexingo: Launches, Positioning, and Go-to-Market Strategy Product Marketing with Fexingo: Launches, Positioning, and Go-to-Market Strategy Fexingo Selling From the Heart Podcast Selling From the Heart Podcast Larry Levine, Darrell Amy Tony Robbins Podcast Daily Tony Robbins Podcast Daily Tony FuturePod FuturePod FuturePod The CTO Podcast with Fexingo: Technical Leadership, Architecture, and Engineering Org The CTO Podcast with Fexingo: Technical Leadership, Architecture, and Engineering Org Fexingo 微习惯-书籍分享 微习惯-书籍分享 终身都要成长 Coach8 教练吧(播客) Coach8 教练吧(播客) Coach8 Money Box Money Box BBC Radio 4 THE ED MYLETT SHOW THE ED MYLETT SHOW Ed Mylett Everyday MBA Everyday MBA Kevin Craine 鞠强教授:管理心理学 鞠强教授:管理心理学 管理心理学教授鞠强
Global Data Pod

Negocios

Global Data Pod

J.P. Morgan Global Research

Global Data Pod Weekender: One battle after another

June 26, 2026 4:57pm 36 min

The battle between the cycle and the energy shock is over, and the cycle has won. The second half will still face headwinds as some supports fade and some drags remain. But the cyclical lift taking shape looks strong, an...

Global Data Pod: W. European Economics

June 26, 2026 9:42am 22 min

Greg Fuzesi speaks with Allan Monks about the Western European economy.  This podcast was recorded on 26 June 2026. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprint...

Global Data Pod: W. European Economics

June 19, 2026 10:54am 19 min

Greg Fuzesi speaks with Allan Monks about the Western European economy.    This podcast was recorded on June 19, 2026. This communication is provided for information purposes only.  Please visit www.jpmm.com/research/dis...

Global Data Pod Weekender: Shifting sands

June 12, 2026 4:49pm 43 min

Growth resilience through 2Q, hints of a deal to get oil flowing through the Strait, and signs of firming labor markets raise the question of shifting growth risks to the upside for 2H26. A reassessment of growth and inf...

Global Data Pod Weekender: Let me hear your cycle talk

June 05, 2026 3:51pm 34 min

Despite the purchasing power squeeze from the Middle East conflict, the resilient cycle has dominated the macro landscape. Business spending on capex and hiring looks be broadening out, supporting our thesis that the cyc...

Global Data Pod Weekender: I’m okay, you’re okay

May 29, 2026 2:50pm 39 min

The global expansion is showing resilience to the energy shock as the pre-war cyclical lift we have anticipated is absorbing the loss of purchasing power. As we enter week 14 of the Strait remaining closed, should we fee...

Global Data Pod: Inflation monitor: Energy boosts headline, while core pressures build

May 28, 2026 10:57am 30 min

Nora Szentivanyi is joined by Raphael Brun-Aguerre and Michael Hanson to discuss takeaways from the latest CPI reports and signals for the path ahead. Surging energy prices pushed global headline inflation up further to ...

Global Data Pod Weekender: Wobble, wobble

May 22, 2026 7:10pm 44 min

After the data in recent weeks underscoring the cyclical uplift in the global economy since the start of the year, this week’s DM flash PMIs and China data remind us that the Iran-related headwind is taking a toll and ke...

Global Data Pod Weekender: Le coût de la vie

May 14, 2026 3:00pm 37 min

Inflation is playing a dual role at present. First, as a driver of spending that is boosting the cost of living via higher energy prices. Second, as a reflection of the momentum in the underlying cycle. Central banks are...

Global Data Pod: The Changing Chessboard of the South Caucasus

May 13, 2026 4:31pm 27 min

In this episode, we unpack how the war in the Middle East has been shaping the economic outlook for Azerbaijan, and why — perhaps surprisingly — it has generated some positive spillovers for Armenia too. We explore how A...

Global Data Pod Weekender: Save poor Bob if you please

April 30, 2026 5:05pm 43 min

The global economy is approaching a crossroad as the Strait of Hormuz remains closed and the threat of reaching operational stress levels is now only a month away. The baseline and adverse scenarios are discussed. Two ke...

Global Data Pod Research Rap: Inflation monitor: Headline surges, core moderates

April 28, 2026 10:39am 30 min

Nora Szentivanyi is joined by Greg Fuzesi and Mike Hanson to discuss takeaways from the latest CPI reports, the outlook for inflation and central banks. March CPI reports delivered the anticipated spike in headline infla...

Global Data Pod Weekender: How bad could it get?

April 24, 2026 7:33pm 51 min

With the reversal of last week’s joint statement on opening the Strait of Hormuz and yet one more week closer to damaging quantity constraints, we reassess our adverse scenario for the outlook. Also, we consider what a W...

Global Data Pod Weekender: Much ado about oil

April 17, 2026 3:58pm 37 min

While not out of the woods, the tail risk around the Middle East shock has faded materially for now. This brings the conversation back to tracking the same forces for growth and inflation discussed before the war, with a...

Global Data Pod Weekender: On the strait and harrow

April 10, 2026 3:53pm 41 min

The fragile cease-fire has not opened the strait or even ended hostilities fully, but the hint of an end keeps our outlook on a path for energy prices to hold steady before gradually drifting lower in 2H26. Absent downsi...

Global Data Pod Weekender: All’s unclear that ends unclear

April 03, 2026 4:06pm 38 min

The data in hand continue to paint a picture of solid momentum in activity at the start of the year. However, while today’s US payroll report was encouraging, the March global PMIs send a more cautionary signal that fear...

Global Data Pod Weekender: That's gonna leave a mark

March 27, 2026 1:03pm 44 min

The energy price shock is finishing its fourth week and the risks of material macro damage are rising. Until then the baseline of Brent oil prices that hold at current levels through midyear and then moderate by year-end...

Global Data Pod Weekender: Another week into the unknown

March 20, 2026 7:42pm 40 min

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 hit, the boost to inflation and concern of second-round pass-through in...

Global Data Watch Weekender: Strait no chaser

March 13, 2026 6:14pm 51 min

The central risk to the outlook is whether oil begins flowing through the Strait of Hormuz. Baseline views are background features, with scenarios of elevated, high, and surging oil prices the key downside risks to growt...

Global Data Pod Research Rap: Inflation Monitor

March 12, 2026 11:36am 28 min

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 on headline CPI infl...

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