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.
Publishes | Weekly | Episodes | 100 | Founded | 4 years ago |
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Number of Listeners | Category | Business |
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
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Great insights from Joe, but Bruce Kasman’s endless interruptions and long-winded rambling ruins it. Unfollowed!
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.
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
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.
Good content, but let eachother finish their thoughts before making tangential points or questions
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Apple Podcasts | #146 | |
Apple Podcasts | #154 |
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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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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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