O TYM ODCINKU
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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WYSZUKAJ MINIONE ODCINKI
Wyszukaj minione odcinki Global Data Pod.
INNE ODCINKI W TYM PODCASCIE
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 d…
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 …
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…
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 S…
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…
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