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Greg Fuzesi and Allan Monks discuss this week’s hawkish ECB and next week’s (potentially) hawkish BoE.   This podcast was recorded on Sept 11, 2026. This communication is provided for information purposes only.  For more information; please visit www.jpmm.com/research/disclosures for important …
Global headline inflation cooled in July but is set to reaccelerate in August as higher energy prices reverse the recent decline. Food inflation has remained remarkably subdued, though rising pipeline pressures suggest a gradual pickup into year-end. Core inflation remains sticky at 2.7%oya, but a …
The tide on central bank tightening has turned and we see the September hikes from the ECB, Fed, and BoJ as the start of a broad tightening cycle.    Speakers: Bruce Kasman, Chief Economist Joseph Lupton, Co-Head Economic Research   This podcast was recorded on 11 September 2026.  This commu…
Today’s employment report aligned labor demand more closely with the positive cyclical dynamics seen in both US and global activity this quarter. While there remains a concern about geopolitics and energy markets, our focus of concern is shifting to the interaction of more credit-dependent business…
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