Global Data Pod Weekender: Shifting Sands
In this JP Morgan Weekender, Bruce Kasman and Joe Lufton dissect the evolving global risk landscape, focusing on the recent energy supply shock, its impact on oil prices, and the resulting shift from downside‑heavy tail risks to a more upside‑biased outlook. They argue that weaker-than‑expected inventory drawdowns and a potential reopening of the Strait of Hormuz could drive crude below $100 per barrel, easing inflation pressures and supporting consumer purchasing power. The hosts also debate whether global growth—especially in the U.S. and China—will stay at trend, modestly exceed it, or remain subdued, highlighting stronger-than‑anticipated business activity and fiscal support. Their discussion blends macroeconomic forecasting with commodity insights, reflecting the analysts’ expertise in global markets and energy dynamics.
Global Data Pod Weekender: Let Me Hear Your Cycle Talk
In this JPMorgan Weekender episode, Bruce Kasman and Joe Lupton dissect the latest U.S. employment report, arguing it signals a cyclical lift in the broader economy as non‑tech business demand rebounds and fuels job growth. They challenge consensus forecasts that...
Global Data Pod: Inflation Monitor: Energy Boosts Headline, While Core Pressures Build
In this Global Data Pod episode the team discusses the latest CPI data, noting that a surge in energy prices has pushed global headline inflation to 3.4% YoY and a 6% three‑month run rate, the strongest since 2022. While core...
Global Data Pod Weekender: How Bad Could It Get?
In this JP Morgan Weekender episode, Bruce Casman and Joe Lupton dissect the evolving oil‑supply shock from the Strait of Hormuz, moving from earlier optimism about a quick reopening to a more sobering view of prolonged closure. They examine recent PMI...
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...
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....