Global Data Pod

Global Data Pod Weekender: Resilience and discontent

Global Data Pod Weekender: Additional renovations on C-street

In this episode of the JP Morgan Weekender, Bruce Kasman and Joe Lupton discuss the global industrial sector, noting a divergence between a contracting Euro area and a resilient Asia, attributing the latter to a tech boom. They anticipate a stall in global capex due to factors like depressed business sentiment and elev...

Global Data Pod Research Rap: The shifting nature of China’s global inflation drag

Global Data Pod Weekender: Downside risks re-emerge

Global Data Pod: EM capital flows discontented we remain

Global Data Pod Weekender: Fake it till you make it

Global Data Pod Weekender: Inflation, politics, and central banking

Global Data Pod Research Rap: Inflation monitor: June 2025

Global Data Pod Weekender: Let me count the ways

Global Data Pod Weekender: Taking stock at midyear

Global Data Pod Weekender: You can get there from here

Global Data Pod Weekender: Gauging the coming slowdown

Global Data Pod Research Rap: Inflation Monitor: Tariff impact delayed but not denied

Global Data Pod Weekender: Identification in the time of front-loading

Global Data Pod Weekender: Not so fast on the off-ramp

Global Data Pod Weekender: A whole lotta shakin’ goin’ on

Global Data Pod Weekender: Short-term pain? No way

Global Data Pod Weekender: Threat assessment

Global Data Pod Weekender: Transitioning

Global Data Pod Research Rap: Inflation Monitor