Global Data Pod

J.P. Morgan Global Research
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43 snips
Sep 26, 2025 • 33min

Global Data Pod Weekender: Strong but shaky growth

Joe Lupton, a macroeconomist renowned for his insights on consumption and labor markets, joins the discussion on global growth dynamics. They explore why GDP is strong despite dismal job growth, examining the puzzling disconnect. Lupton delves into the factors driving resilient US consumer spending and the risks ahead with declining labor income. They also assess the impact of AI on job creation and productivity, and ponder how central banks should respond to this mixed economic landscape, including potential effects of a US government shutdown.
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10 snips
Sep 26, 2025 • 26min

Global Data Pod Research Rap: Inflation monitor: Food and energy add to sticky core

Nora Szentivanyi chats with Raphael Brun-Aguerre, an economist and policy analyst focused on euro-area inflation and wages. They dissect the latest CPI reports, highlighting persistent core inflation and its global impact on services. Raphael explains the dynamics of euro-area services and wage pressures, while discussing tariff effects on core goods and the influence of China. They also explore fluctuations in energy prices and their implications for inflation, along with the significance of food inflation in monetary policy decisions.
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25 snips
Sep 23, 2025 • 27min

Global Data Pod Research Rap: The growth effects of AI capex

Abiel Reinhart, a member of JPMorgan's U.S. economics team, dives into the recent surge in tech investment and its influence on U.S. GDP growth. He reveals that tech spending accounted for a significant portion of growth in early 2025, but cautions that this rate may not last into 2026. Discussions cover the implications of mismeasuring tech investments, the impact of AI on productivity, and how U.S. imports benefit certain countries like Taiwan. Abiel also addresses the discrepancy in payroll growth and forecasts a slower pace for future capex despite high spending.
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22 snips
Sep 19, 2025 • 38min

Global Data Pod Weekender: A riddle wrapped in a mystery

Explore the intriguing dynamics of global growth as speakers dissect labor market risks and the Federal Reserve's recent policy shifts. The conversation highlights the paradox of weak job growth amidst strong GDP and profits. Listeners will be captivated by insights into how Fed cuts might influence emerging markets and the potential fallout from China's slowdown. Don't miss the thoughtful prediction on upcoming economic indicators as the hosts tie everything together in a compelling wrap-up.
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53 snips
Sep 12, 2025 • 47min

Global Data Pod Weekender: And if not now, when?

Dive into the dynamic global economy as experts discuss the resilience of expansion and the puzzling health of the labor market. Discover how unexpected strength in the capital goods sector contrasts with declining job growth. Concerns over inflation's impact on consumer confidence are paramount, alongside the effects of tariffs on spending. The conversation veers into the intricate relationship between economic performance and unemployment, with forecasts hinting at global growth challenges ahead. Get ready for insightful analysis and predictions!
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20 snips
Sep 5, 2025 • 37min

Global Data Pod Weekender: Weak payrolls, more Fed

The podcast dives into the latest economic data, highlighting a clash between strong growth signals and concerns about labor market slowdowns. Discussions reveal complexities in the Federal Reserve's interest rate strategies amidst shifting economic indicators. There’s an examination of the disconnect between tariff revenues and consumer spending, alongside impacts from recent immigration trends. The analysis extends to contrasting growth forecasts and the challenges of predicting the economic landscape, all wrapped up with a light-hearted look at future meetings.
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19 snips
Aug 29, 2025 • 38min

Global Data Pod Weekender: Resilience and discontent

Explore the surprising resilience of the global economy despite a softening U.S. labor market and ongoing trade challenges. Delve into the Federal Reserve's balancing act between independence and inflation, and the implications for future policies. Discover how businesses are adjusting to rising pressures and what this means for potential growth trajectories. Historical perspectives shed light on market reactions to crises, while worries about stagnation loom large for regions like Europe and Japan, contrasting with tech advancements in Asia.
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23 snips
Aug 8, 2025 • 30min

Global Data Pod Weekender: Additional renovations on C-street

Explore the challenges facing the global economy as industry stalls amid a trade war and softening capital expenditure. Discover the pressures on US consumers and the implications of high interest rates on demand. The Federal Reserve's potential shift towards easing and the risks posed by political influences on its independence are also discussed. Lastly, discover the contrasting economic performances between the euro area and strong Asian markets, highlighting the complex landscape of global industrial trends.
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9 snips
Aug 8, 2025 • 32min

Global Data Pod Research Rap: The shifting nature of China’s global inflation drag

In this enlightening discussion, Tingting Ge, a Greater China Economist at J.P. Morgan, delves into China's shifting role in global inflation dynamics. She explores the effects of renewed U.S. tariffs, highlighting how they haven't led to expected price drops among Chinese exporters. The conversation also tackles China's excess capacity, government strategies to boost consumption, and the nuanced impacts of currency fluctuations on global markets. Join them as they unpack these complexities and their implications for the future.
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30 snips
Aug 1, 2025 • 31min

Global Data Pod Weekender: Downside risks re-emerge

The podcast dives into unexpected resilience in the economy, analyzing surprising GDP readings and their implications for second-half forecasts. Experts discuss mixed signals from the labor market, like rising wages amidst slowing job growth, and how these factors might affect Federal Reserve decisions. The complexities of consumer spending amidst inflation concerns are examined, alongside the impact of trade wars on economic predictions. Lastly, the discussion highlights ongoing inflation trends and their potential influence on central bank interest rates.

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