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Global Data Pod Global Data Pod J.P. Morgan Global Research Die Potenzialwerkstatt Die Potenzialwerkstatt Andreas Nemeth - Der Potenzialentwickler Alles auf Aktien – Die täglichen Finanzen-News Alles auf Aktien – Die täglichen Finanzen-News WELT Practice Momentum - Private Practice Business Coaching Podcast Practice Momentum - Private Practice Business Coaching Podcast Dr Brooklyn Storme Erichsen Geld & Gold, der Podcast für die erfolgreiche Geldanlage Erichsen Geld & Gold, der Podcast für die erfolgreiche Geldanlage Lars Erichsen Morgenkaffen med Finansavisen Morgenkaffen med Finansavisen Finansavisen Richissime Richissime Delphine Pinon Becker’s Healthcare Podcast Becker’s Healthcare Podcast Becker's Healthcare De 7 De 7 De Tijd Playlist News : les meilleurs podcasts d'actualité Playlist News : les meilleurs podcasts d'actualité Acast France FD Toegevoegde Waarde FD Toegevoegde Waarde Het Financieele Dagblad New Gen Investor New Gen Investor THE STANDARD 華倫老爹說歷史 | 愛故事 華倫老爹說歷史 | 愛故事 Warren 華倫.老爹 ( 我還沒這麼老,可先不加老爹 ) Abraham Hicks’s Podcast Abraham Hicks’s Podcast Abraham Hicks Sports Geek Rapid Rundown Sports Geek Rapid Rundown Sports Geek Commanding Morning Commanding Morning Peter Adekeye 雪球·财经有深度 雪球·财经有深度 雪球 SECRETOS DE UN EMPRENDEDOR SECRETOS DE UN EMPRENDEDOR Streamla Beat The Books Podcast Beat The Books Podcast Matt Madd 小資變有錢|Dr.Selena生活理財王 小資變有錢|Dr.Selena生活理財王 Dr.Selena 楊倩琳博士 The Moneywise Guys The Moneywise Guys Wealth Management - Community JIJI English News-時事通信英語ニュース- JIJI English News-時事通信英語ニュース- 時事通信社 Family Business Stories with Fexingo: Succession, Legacy, and Multi-Generational Companies Family Business Stories with Fexingo: Succession, Legacy, and Multi-Generational Companies Fexingo Brushwood Media Network Brushwood Media Network Brushwood Media Network Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT WELT Happy Work - Management & bien-être au travail Happy Work - Management & bien-être au travail Gaël Chatelain-Berry Brian Kilmeade Show Brian Kilmeade Show FOX News Podcasts Top Traders Unplugged Top Traders Unplugged Niels Kaastrup-Larsen The Money Show The Money Show Radio 702 The Best of the Money Show The Best of the Money Show Radio 702 Kurzerklärt - Der Jurapodcast Kurzerklärt - Der Jurapodcast Nomos Verlag & Sebastian Baur La retraite à 40 ans par Victor Lora La retraite à 40 ans par Victor Lora Victor Lora Der Unternehmer-Academy Podcast Der Unternehmer-Academy Podcast Thomas Göller Motivational Speech Motivational Speech Motivational Speech Was jetzt? – Spezial Was jetzt? – Spezial DIE ZEIT The McClain Method | Business Tools For Interior Designers The McClain Method | Business Tools For Interior Designers John McClain im Loop: Der News-Podcast von Finanzfluss im Loop: Der News-Podcast von Finanzfluss Finanzfluss, Mary Abdelaziz-Ditzow
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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