OM DENNE EPISODE
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, 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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ANDRE EPISODE I DENNE PODKAST
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…
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 …
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 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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