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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
Federal Reserve Policy
Manufacturing Sector
European Central Bank
Economic Growth
China
Economic Forecast
Africa
Latin America
Emerging Markets
U.S. Economy

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 weeklyEpisodes100Founded4 years ago
Number of ListenersCategory
Business

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Artwork for Global Data Pod

Latest Episodes

The hard data continue to highlight strength but it increasingly looks like we are reaching peak front-loading. The survey data are falling faster and point to a material deceleration. Whether this turns to recession will depend on the degree to whic... more

China economists Haibin Zhu and TingTing Ge join Nora Szentivanyi to discuss the impact of a 100%+ US tariff rate on China's cost competitiveness on the US market and the scope for US-China trade to decouple as a result. With recent tariff hikes on C... more

Bruce Kasman and Joe Lupton discuss how the goods sector activity boomed through 1Q but the signal to take is far less clear, particularly as sentiment looks to be souring. We maintain our recession call but also see the uniqueness of the event and n... more

Bruce Kasman is joined by Joe Lupton and Jahangir Aziz to discuss the post-Liberation Day back-peddling that has led some to breathe a sigh of relief. Not us. A 10% universal tax is still a very large shock (7.5x the 2018-19 trade war) and the huge 1... more

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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
Host and economist at J.P. Morgan, providing expert analysis on economic trends and data.
Joe Lupton
Co-host and economist at J.P. Morgan, specializing in economic insights and policy analysis.
Nora Szentivanyi
Host and economist at J.P. Morgan, focusing on economic data analysis and research trends.

Reviews

4.4 out of 5 stars from 103 ratings
  • Stop Interrupting Eachother

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

    Apple Podcasts
    2
    Nakentnsooswnnrntif
    United States14 days ago
  • Latest global pod: Japan and growth.

    Are you guys supposed to argue on a podcast?

    Apple Podcasts
    1
    AndyM85
    Francea year ago
  • Great insights

    Podcast Addict
    5
    DaniDani
    3 years ago
  • Great insights

    Podcast Addict
    5
    Dani
    3 years ago
  • Great show

    Super interesting and informative, highly recommended

    Apple Podcasts
    5
    DL_2402
    United States3 years ago

Listeners Say

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

Listeners appreciate the insightful economic analyses and found the discussions around tariffs particularly relevant.
The podcast is praised for its engaging style, making complex economic topics more accessible.

Chart Rankings

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

Apple Podcasts
#136
United Kingdom/Business
Apple Podcasts
#62
Italy/Business
Apple Podcasts
#38
Colombia/Business
Apple Podcasts
#44
Indonesia/Business
Apple Podcasts
#52
South Korea/Business
Apple Podcasts
#107
Hong Kong/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
Global Data Pod Research Rap: EM-China dependency amid trade wars
Q: Could we see actually more goodwill purchases of US products next year to avoid the US imposing tariffs on other countries?
Tingting clarified that the likelihood of a phase two deal is low, and other countries might increase purchases to avoid tariffs, but trade wars will continue to create complexities.
Global Data Pod Research Rap: EM-China dependency amid trade wars
Q: Does this relationship still hold in the way that you described or have there been some changes ongoing?
Vinicius indicated that since Chinese growth has been largely disappointing post-pandemic, emerging market commodity exporters have surprised with growth in some economies like Brazil and Peru.
Global Data Pod Research Rap: EM-China dependency amid trade wars
Q: What are the main drivers of this sort of stockpiling of commodities by China?
Tingting explained that the stockpiling is influenced by macro fundamentals like investment credits and price effects, but also a proportion is unexplained, indicating national security concerns and inventory deficits as driving factors.

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?

Featuring insights from economists, this podcast covers an array of economic topics, primarily focusing on the intersection of data analysis and policy implications. Regular discussions include the impacts of global trade, monetary policies, tariffs, and consumer sentiment on economic growth. The conversational style allows listeners to engage with complex economic ideas through relevant examples and contextual analysis. It offers valuable perspectives, especially for those interested in current economic trends affecting markets and policymaking.

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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. Goldman Sachs The Markets
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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Recent guests on Global Data Pod include:

1. Nora Szentivanyi

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