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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
Monetary Policy
Global Economy
Central Banks
Emerging Markets
United States
Core Inflation
Euro Area
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

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 feel better, worse, or have the s... more

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 3.4%oya in April, bringing the... more

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 keeps downside risks alive. Abse... more

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 taking note of both, but it's... more

Key Facts

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Recent Guests

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

4.2 out of 5 stars from 147 ratings
  • A cure for your imposter syndrome

    These blowhards are absolutely clueless. Shocking that people can rise to the level they have with such little insight.

    Apple Podcasts
    1
    adriaaaan14
    Ireland3 months ago
  • Love these two guys

    Don’t change a thing. I enjoy my weekend fix.

    Apple Podcasts
    5
    67318ten
    United States4 months ago
  • Global bickering and semantics pod

    Great pod for discussion of granular economic topics, but good grief the bickering makes for a tough listen. Hard to believe they’re professionals with how quick they are to interrupt each other.

    Apple Podcasts
    2
    NP12628
    United States8 months ago
  • 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
    Germany9 months 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 States10 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
#222
United Kingdom/Business
Apple Podcasts
#77
Finland/Business
Apple Podcasts
#105
Singapore/Business
Apple Podcasts
#132
India/Business
Apple Podcasts
#153
Saudi Arabia/Business
Apple Podcasts
#161
Indonesia/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
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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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1. At Any Rate
2. Making Sense
3. The Markets
4. Insights Now
5. UBS On-Air: Market Moves

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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. Jahangir Aziz
2. Gbolahan Taiwo
3. Nora Szentivanyi

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