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Artwork for Global Data Pod
Inflation
Federal Reserve
China
U.S. Economy
Labor Market
US Economy
Tariffs
J.P. Morgan
Consumer Spending
Global Economy
Monetary Policy
Central Banks
Emerging Markets
United States
Euro Area
Core Inflation
Trade War
Fiscal Policy
GDP Growth
Economic Growth

Economists from J.P. Morgan Global Research offer their analysis on the economic data, macro trends and monetary and fiscal policy impacting the world today.

PublishesTwice weeklyEpisodes100Founded5 years ago
Number of ListenersCategory
Business

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Artwork for Global Data Pod

Latest Episodes

While there are considerable crosscurrents on both the growth and inflation fronts, our views remain squarely focused on resilient global growth (with risks biased to the upside) and a 2H26 global inflation profile that downshifts to a still elevated... more

Greg Fuzesi and Allan Monks continue to discuss upside risks to growth (despite the renewed tensions in Hormuz), and they preview next week’s ECB meeting and a new UK PM.

This podcast was recorded on 17 July, 2026.

This communication is provided fo... more

In our forecast, which the consensus and market have come to over the past months (resilient growth, sticky inflation, hawkish central banks), the distinctiveness has diminished. However, this doesn’t stop us from worrying about things, or arguing ab... more

This week, Greg Fuzesi and Raphael Brun-Aguerre discuss whether the latest data out of the Euro area raise upside risks to growth and what the Le Pen court ruling means for France.

This podcast was recorded on 10 July 2026.

This communication is pr... more

Key Facts

Contact Information
Podcast Host
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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Kevin Warsh
Former Federal Reserve Governor, frequently referenced in policy discussions
Federal Reserve (former)
Episode: Global Data Pod Weekender: Being there
Raphael Brun-Aguerre
Euro area team economist at JPMorgan
JPMorgan Chase & Co.
Episode: Global Data Pod: Inflation monitor: Energy relief in sight, but core stays sticky
Abiel Reinhart
US team economist at JPMorgan
JPMorgan Chase & Co.
Episode: Global Data Pod: Inflation monitor: Energy relief in sight, but core stays sticky
Jahangir Aziz
Leads Industry & Policy Thematics at J.P. Morgan
J.P. Morgan
Episode: Global Data Pod: Rare Earths
Gbolahan Taiwo
Chief economist for Africa, excluding South Africa
JPMorgan
Episode: Global Data Pod Edge: Africa is building back better
Nora Szentivanyi
Senior Global Economist and key author on Global Inflation Monitor
J.P. Morgan Global Research
Episode: Global Data Pod US: Data Drop – Global Inflation Report Recap

Hosts

Bruce Kasman
Economist at JPMorgan; frequent host or co-host of macro-focused discussions; often anchors on global research topics.
Joe Lupton
Economist and co-host known for joint macro analysis and scenario-based discussions.

Reviews

4.1 out of 5 stars from 156 ratings
  • Bad chemistry

    These two have a very bad chemistry they shouldn’t be doing this talk together. One of them is really rude to the other and the other is stubbornly defending himself. Had to turn off the two sessions I tried to listen to.

    Apple Podcasts
    2
    Spensly
    Swedena month ago
  • Good debates

    There aren’t many podcasts with combination of good debate etiquette on economic data and I’m glad someone pointed me to this one. It has become my PTI and the arguments are more well thought out.

    Apple Podcasts
    5
    SK_Credo25
    United States3 months ago
  • Quality data-driven disagreements

    Their best episodes are when they argue about what to argue about.

    Apple Podcasts
    5
    Louis Clotman
    United States3 months ago
  • Excellent.

    Love the back and forth. Really appreciate the exchanges.

    Apple Podcasts
    5
    BaconLR
    United States4 months ago
  • Aah aaah

    Too much nonsense gaps, people can’t speak clearly, convey message, lot of gaps, inconsistency

    Apple Podcasts
    1
    redwoodi9
    United States4 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Smart analysis with clear data-driven reasoning.
Occasional interruptions can distract from a strong economic debate.
The show has sharp macro insights, though pacing can feel confrontational at times.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#156
United Kingdom/Business
Apple Podcasts
#88
Argentina/Business
Apple Podcasts
#90
Hong Kong/Business
Apple Podcasts
#149
South Korea/Business
Apple Podcasts
#239
Indonesia/Business
Apple Podcasts
#239
Finland/Business

Talking Points

Recent interactions between the hosts and their guests.

Global Data Pod: Inflation monitor: Energy relief in sight, but core stays sticky
Q: What is driving the stickiness in core inflation despite energy price movements?
Tech-related price pressures, service sector dynamics, and lingering supply-chain pressures are keeping core inflation elevated, with memory prices and software/services categories contributing to the pass-through, especially in the US.
Global Data Pod Research Rap: The growth effects of AI capex
Q: Why is job growth so weak in a world where we have strong labor income, strong profits, strong GDP growth, strong capex?
The slowdown in job growth is broad-based and could be influenced by lower immigration and changing demand conditions, not solely by AI adoption.
Global Data Pod Research Rap: The growth effects of AI capex
Q: What do we need to be aware of? And how are these numbers potentially being biased either way?
There are significant measurement issues with software investment and net imports that may undercount the true impact on GDP.
Global Data Pod Research Rap: The growth effects of AI capex
Q: How's that view tracking? Where are we now? How are you seeing things?
The growth from AI investment has been stronger than anticipated, contributing about half a percent to GDP growth in the first half of the year.
Global Data Pod Research Rap: Sticky inflation meets tariffs
Q: How do you see the balance between these demand and supply impulses for this year?
The immigration story has impacted labor supply, but overall performance metrics continue to indicate substantial weaknesses in inflation pressures for the economy.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About Global Data Pod

What is Global Data Pod about and what kind of topics does it cover?

Two senior JPMorgan Global Research economists provide brisk, data-driven discussions on macro trends, inflation dynamics, energy price shocks, and monetary policy across major economies. Episodes often center on the interplay between oil markets, central-bank messaging, and growth trajectories, with frequent scenario planning around energy shocks, inflation pass-through, and policy trajectories in the US, Europe, and beyond. Noteworthy is the willingness to test assumptions from different angles, the practical emphasis on data-driven forecasts, and occasional light banter that humanizes high-stakes macro conversations. This show is likely especially useful for listeners who want rapid, scenario-based takes on how energy, inflation, and pol... more

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Which podcasts are similar to Global Data Pod?

These podcasts share a similar audience with Global Data Pod:

1. At Any Rate
2. Making Sense
3. UBS On-Air: Market Moves
4. The Markets
5. Thoughts on the Market

How many episodes of Global Data Pod are there?

Global Data Pod launched 5 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Global Data Pod?

Recent guests on Global Data Pod include:

1. Kevin Warsh
2. Raphael Brun-Aguerre
3. Abiel Reinhart
4. Jahangir Aziz
5. Gbolahan Taiwo
6. Nora Szentivanyi

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