Global Data Pod Weekender: Much Ado About Oil
In this J.P. Morgan Weekender episode, Bruce Kasman and Joe Lupton dissect the implications of a potential reopening of the Strait of Hormuz and a broader U.S.-Iran agreement on oil markets. They outline a baseline scenario where a modest, sustained oil price spike—rather than a sharp shock—keeps prices above $60 per barrel through year‑end, limiting growth drag but nudging inflation higher, especially in the U.S. where core inflation may hover around 3%. The hosts argue that the key driver of future Fed policy will be labor market strength, betting on private‑sector job growth exceeding 100,000 per month, which could push the Fed toward a more hawkish stance despite the limited growth impact of the energy shock.
Global Data Pod Weekender: All’s Unclear that Ends Unclear
In this J.P. Morgan Weekender episode, Bruce Kasman and Joe Lupton dissect the latest U.S. labor market data, ongoing energy price shocks, and their implications for global growth. They highlight that while growth momentum remains supported by technology and business...
Global Data Pod Research Rap: Inflation Monitor
In this Inflation Monitor episode, J.P. Morgan economists Nora Santivani, Raphael Brunager, Mike Hansen, and Alan Monks examine how the recent oil price shock—spiking Brent to around $100—affects headline and core inflation across the Eurozone, United States, and United Kingdom....