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Artwork for Global Data Pod
Inflation
Federal Reserve
Labor Market
J.P. Morgan
U.S. Labor Market
Monetary Policy
Central Banks
Euro Area
Frontier Markets
US Jobs Report
Wage Growth
Manufacturing Sector
European Central Bank
Economic Growth
Africa
China
Latin America
Economic Forecast
Emerging Markets
Macroeconomic Trends

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.

PublishesWeeklyEpisodes100Founded4 years ago
Number of ListenersCategory
Business

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Artwork for Global Data Pod

Latest Episodes

Abiel Reinhart joins Nora Szentivanyi to discuss the recent surge in tech-related business investment, its impact on US growth, and what it might mean for productivity gains. Tech investment accounted for about a third of US GDP growth––and much of t... more

Despite resilience through 3Q, we maintain that drags are building and still see recession odds at 40%. Heightened labor market risk was enough to get the Fed to cut this week and signal two more by year-end, even if not the start of a more aggressiv... more

The debate builds over the resilience of the expansion, the health of the labor market, and the durability of the consumers. At the same time, questions arise over growth without jobs and the Fed’s responsibility to it.

Speakers:

Bruce Kasman

Jose... more

Although this week’s business surveys sent an upbeat growth signal, the message from labor market reports in the US and elsewhere dominates risk assessments and the direction central banks will travel.

Speakers:

Bruce Kasman

Joseph Lupton

This po... more

Key Facts

Contact Information
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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

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 and host with a strong focus on macroeconomic trends and monetary policy.
Nora Szentivanyi
Global Economist with expertise in analyzing economic trends and their global implications.
Joe Lupton
Co-host and economist specializing in global economic analysis and implications of fiscal policies.

Reviews

4.3 out of 5 stars from 119 ratings
  • Bruce Kasman = Long winded & Interruptive

    Great insights from Joe, but Bruce Kasman’s endless interruptions and long-winded rambling ruins it. Unfollowed!

    Apple Podcasts
    1
    X16-R
    Germany18 days ago
  • The bickering

    Decent content, but the interrupting and bickering is too much to listen to. You can have very interesting debates/disagreements on podcasts and about the economic data, but this is not the way.

    Apple Podcasts
    3
    LizRrrrrrr
    United States2 months ago
  • Unwillingness to talk about Immigration is a real problem

    It is obvious Dimon told these guys not to say anything critical of Trump. How Bruce can discount what Joe says about immigration is everything wrong with analysis conducted by the big banks in the age of Trump. Every week for the last two months, he has shut down any discussion of immigration, which none of these analysts are talking about. JP Morgan Chase should present the full picture to their clients. Not discussing Trump’s chaos and its impact is burying your head in the sand. Overall, gre... more

    Apple Podcasts
    4
    MikeASteve
    United States2 months ago
  • Good but discordant

    I understand you guys just roll out of bed and hit record but perhaps just lay out a script and agree on the key points you’re going to make. Clearly, one of you is trying to road roll the other. Just take it easy. Focus on the audience for a change.

    Apple Podcasts
    5
    Mrjoeshi
    United States5 months ago
  • Stop Interrupting Eachother

    Good content, but let eachother finish their thoughts before making tangential points or questions

    Apple Podcasts
    2
    Nakentnsooswnnrntif
    United States5 months ago

Listeners Say

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

Overall, the podcast receives commendation for its informative content, making it a recommended listen for anyone interested in economic trends.
There are frequent comments about the occasional discord between hosts, which can detract from the overall experience.
While many find the discussions insightful, some express a desire for a more structured approach to dialogue and less interruption during conversations.
Listeners appreciate the quality of the economic insights provided, highlighting the depth of analysis.

Chart Rankings

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

Apple Podcasts
#168
United Kingdom/Business
Apple Podcasts
#46
Singapore/Business
Apple Podcasts
#75
Indonesia/Business
Apple Podcasts
#142
Hong Kong/Business
Apple Podcasts
#146
South Africa/Business
Apple Podcasts
#154
Ireland/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
Global Data Pod Research Rap: Sticky inflation meets tariffs
Q: How do you see all this affecting inflation?
The bias has been that outside of the US, we probably wouldn't see a very meaningful inflation impact in the rest of the world, but it could change based on the context of tariffs.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Global Data Pod

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

This podcast features in-depth discussions led by economists who analyze relevant economic data and the implications of macroeconomic trends on both a national and global scale. Recent episodes focus heavily on the U.S. economy while also addressing broader international economic interactions, such as trade dynamics, inflation, employment, and monetary policy shifts. Unique to this show is the consistent emphasis on the multifaceted impacts of various economic factors and policies, integrating both quantitative and qualitative analyses, which helps listeners navigate complex economic landscapes. The blend of commentary on timely issues, combined with personal insights from experienced financial analysts, makes it a go-to source for those in... 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. The Markets
4. UBS On-Air: Market Moves
5. Insights Now

How many episodes of Global Data Pod are there?

Global Data Pod launched 4 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. Nora Szentivanyi

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