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Greg Fuzesi and Raphael Brun-Aguerre discuss another volatile week with a special focus on France.    This podcast was recorded on 02 October 2026. This communication is provided for information purposes only. Institutional clients; please visit www.jpmm.com/research/disclosures for important ‮…
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, ‮…
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 ‮…
A week of conflicting signals leaves us with more questions. We stand by our PMIs, which point to broad-based accelerating global strength at the start of 4Q. We also are impressed by the extra dose of US income, which was revised up alongside a stronger 2Q GDP outturn. However, the disappointing ‮…
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…
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-J.P. Morgan Global Research, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.