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

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

The week bolstered the shift toward higher rates, with the Fed joining the hiking cycle and signaling more to come. While domestic conditions are playing their usual role, there are also plenty of global factors at work—potentially leading to a large... more

Greg Fuzesi and Allan Monks discuss the hawkish shift that Western European central banks are progressively making.

This podcast was recorded on Sept 18, 2026.

This communication is provided for information purposes only.  For more information; ple... more

The tide on central bank tightening has turned and we see the September hikes from the ECB, Fed, and BoJ as the start of a broad tightening cycle.

Speakers:

Bruce Kasman, Chief Economist

Joseph Lupton, Co-Head Economic Research

This podcast was r... more

Greg Fuzesi and Allan Monks discuss this week’s hawkish ECB and next week’s (potentially) hawkish BoE.

This podcast was recorded on Sept 11, 2026.

This communication is provided for information purposes only.  For more information; please visit www... more

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Recent Guests

Raphael Brun-Aguerre
Economist, J.P. Morgan Global Research
J.P. Morgan Global Research
Episode: Global Data Pod: A second ECB hike and still not done
Fatih Akcelik
Chief economist for Turkey and Azerbaijan
JP Morgan Global Research (Turkey/Azerbaijan)
Episode: Global Data Pod: Türkiye and Kazakhstan - Disinflation at crossroads
Khamza Sharifzoda
Chief economist for Central Asia, focuses and the Balkans
J.P. Morgan
Episode: Global Data Pod: Will Georgia Get a Rating Upgrade?
Kevin Warsh
Former Federal Reserve Governor, frequently referenced in policy discussions
Federal Reserve (former)
Episode: Global Data Pod Weekender: Being there
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
Host of JPMorgan Global Research segments and the Weekender; long-time JPMorgan economics leader.
Greg Fuzesi
Host of Global Data Pod and related regional editions; known for data-driven macro discussion.
Joseph P. Lupton
Co-host and economist discussing macro data and policy signals.
Allan Monks
Economist covering UK and Nordic economies; co-host for Western European macro discussions.

Reviews

4.1 out of 5 stars from 159 ratings
  • Like “Car Talk” for finance folk

    Wonderful, essential show, a bit like overhearing two smart cranky analysts arguing before a client meeting. Personally, I like the bickering as it helps to see the sides of the issues and is a welcome alternative to other tediously scripted shows. Serious, brilliant analysis while also unexpectedly entertaining. People of my generation may remember the old NPR radio show “Car Talk,” and this is a bit like that, though mercifully without calls from listeners.

    Apple Podcasts
    5
    W Bagehot
    United States2 months ago
  • Take a Victory?

    Joe did you really mean to “We should take a victory lap” in the latest episode. 1) many of your calls have been incorrect 2). Better to be modest. I generally like the show but I was so turned off by your comment that i had to write

    Apple Podcasts
    2
    The Real GOGO
    United States3 months ago
  • 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
    Sweden3 months 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 States5 months ago
  • Quality data-driven disagreements

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

    Apple Podcasts
    5
    Louis Clotman
    United States5 months ago

Listeners Say

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

Listeners praise the sharp back-and-forth and data-driven debate, handy for investors and clients.
Some listeners want less interruptions and more structured scripting to improve flow.
Overall, high regard for the technical insights and macro storytelling, with occasional criticism of formatting or host dynamics.

Chart Rankings

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

Apple Podcasts
#197
United Kingdom/Business
Apple Podcasts
#86
Hong Kong/Business
Apple Podcasts
#123
Singapore/Business
Apple Podcasts
#221
Indonesia/Business
Apple Podcasts
#223
Argentina/Business

Talking Points

Recent interactions between the hosts and their guests.

Global Data Pod: Türkiye and Kazakhstan - Disinflation at crossroads
Q: What is the outlook for monetary policy in each country?
Turkey is expected to continue a gradual rate-cut path but with caution due to unanchored expectations and energy-driven inflation; Kazakhstan may see more room for cuts if fiscal impulses stay limited and inflation pressures ease, particularly in food and non-food core goods due to FX influences.
Global Data Pod: Türkiye and Kazakhstan - Disinflation at crossroads
Q: How is Kazakhstan managing inflation and what are the key policy drivers?
Kazakhstan has relied on significant monetary tightening, prudent fiscal consolidation, and prudential measures to curb credit growth, with FX dynamics and energy-related factors playing a central role in shaping inflation momentum.
Global Data Pod: Türkiye and Kazakhstan - Disinflation at crossroads
Q: What are the main challenges in the disinflationary phase in Turkey?
Supply-side shocks from the Middle East conflict, higher energy and food prices, and unanchored inflation expectations have kept disinflation from proceeding as quickly as hoped, even as policy tightness and fiscal consolidation provide some relief.
Global Data Pod: Inflation Monitor - Core goods inflation firms as services cool
Q: How do you expect the rotation from services to goods in core inflation to evolve over the next six months?
The two regions show similar forces: services inflation is moderating while core goods inflation could firm due to tech and energy pass-through, leading to a modest overall firmer core inflation path in the near term, before any sustained disinflation impulse reasserts itself.
Global Data Pod: A second ECB hike and still not done
Q: What do you expect from the ECB meeting next week regarding the outlook for rate hikes?
The market should anticipate a data-dependent approach with a bias toward higher rates if growth and inflation pressures remain, with staff projections likely to reinforce the case for three hikes and potentially a fourth depending on evolving conditions.

Audience Metrics

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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 JPMorgan Global Research economists frequently dissect macro data, inflation signals, and policy paths, weighing the implications for the US, Europe, and Asia. Episodes emphasize labour-market dynamics, energy shocks, and central-bank communications, with frequent scenario analysis and data-driven debates about growth, productivity, and policy credibility. Noteworthy is the data-heavy, back-and-forth style among seasoned analysts, plus recurring focus on how data revisions and cross-regional comparisons shape the forecast path. Potential listeners—finance professionals, policymakers, and investors—will likely find the nuanced interpretation of data, inflation, and rate trajectories both informative and practically relevant for read-thro... more

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

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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. Raphael Brun-Aguerre
2. Fatih Akcelik
3. Khamza Sharifzoda
4. Kevin Warsh
5. Abiel Reinhart
6. Jahangir Aziz
7. Gbolahan Taiwo
8. Nora Szentivanyi

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