ÜBER DIESE EPISODE
Greg Fuzesi, Allan Monks and Raphael Brun-Aguerre discuss the region’s fiscal challenges.
This podcast was recorded on October 09, 2026.
This communication is provided for information purposes only.
© 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
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WEITERE EPISODEN IN DIESEM PODCAST
Nora Szentivanyi is joined by Raphael Brun-Aguerre and Abiel Reinhart to discuss the latest global inflation developments and the path ahead. Global inflation momentum is rebounding led by a renewed rise in consumer energy inflation and an acceleration in core goods inflation, both of which likely …
Greg Fuzesi and Allan Monks discuss another hawkishly eventful week.
This podcast was recorded on September 24, 2026.
This communication is provided for information purposes only.
© 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, s…
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; please visit www.jpmm.com/research/disclosures …
The news continues to point to broad and strong global growth momentum. It is thus no surprise that markets and central banks are increasingly expecting a higher path of rates. What is not expected is a strong growth dynamic that forces central banks to deliver a rate path that weakens growth, an o…
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 larger and more synchronized global hiking cycle than …
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