Episodes
Thursday Jul 22, 2021
Global Data Pod: The Delta wave and global growth
Thursday Jul 22, 2021
Thursday Jul 22, 2021
We discuss the implications of our latest research on the UK pointing to a third wave of COVID infections that will likely peak at much higher levels than the previous two. We consider the consequences for health care and economic outcomes in the UK and focus on the lessons of the UK experience for the rest of the world.
This podcast was recorded on July 21, 2021.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-3804931-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2021 JPMorgan Chase & Co. All rights reserved.
Wednesday Jul 21, 2021
Global Data Pod APAC: Japan’s growth to accelerate after the summer
Wednesday Jul 21, 2021
Wednesday Jul 21, 2021
We discuss the economic recovery in Japan post-summer, addressing aspects of the outlook from supply constraints and vaccination rates to production dynamics and government policy.
This podcast was recorded on July 21, 2021.
This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2021 JPMorgan Chase & Co. All rights reserved.
Friday Jul 16, 2021
Global Data Pod Mid-Year Outlook: Breaking the Waves
Friday Jul 16, 2021
Friday Jul 16, 2021
The global economy’s first-half performance was marked by resilient growth in the face of the second wave of the pandemic, alongside broad-based upside inflation surprises. Although we expect divergent policy impulses to sustain a wide US-China growth gap, acceleration elsewhere is central to our 2H21 outlook. We look for vaccinations to more fully sever the link between economic activity and the virus unleashing significant pent-up consumer demand in Europe, Japan, and EM ex. China. Fading pandemic headwinds should also relieve supply constraints which were a significant source of inflation in 1H21. However, alleviating bottlenecks will take time and the anticipated re-opening of service-sectors should lift inflation in areas where normally-sticky prices moved lower last year.
This podcast was recorded on July 14, 2021.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-3794739-0.pdf for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “Global Data Pod: Breaking the waves as vaccinations pave the way for acceleration and greater balance in 2H21 growth” © 2021 JPMorgan Chase & Co. All rights reserved.
Friday Jul 09, 2021
Global Data Pod: EM vulnerabilities to the Delta variant
Friday Jul 09, 2021
Friday Jul 09, 2021
Nora Szentivanyi and David Mackie discuss their recent research on EM vulnerabilities to the Delta variant and its potential to delay reopening and recovery in EM economies.
This podcast was recorded on July 9, 2021.
This communication is provided for information purposes only.
Institutional clients can view the related report at EM vulnerabilities to the Delta variant (Szentivanyi, Mackie – 8 July 2021); The race between vaccinations and variants (Mackie – 25 June 2021); COVID-19 vaccination thresholds and the 'new normal' (Mackie – 14 June 2021); Global vulnerabilities to the COVID-19 variant B.1.617.2 (Mackie – 11 June 2021); for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2021 JPMorgan Chase & Co. All rights reserved.
Wednesday Jul 07, 2021
Global Data Pod LATAM: A COVID-core metric for Brazil
Wednesday Jul 07, 2021
Wednesday Jul 07, 2021
- On top of humanitarian and economic damage, COVID-19 has challenged to economic data analysis
- In particular, existing core CPI metrics may not be the best gauge of underlying inflation given the many supply and demand shocks involved in this crisis
- We use the methodology of Shapiro (2020) to decompose core EX0 inflation…
- …and we use part of this decomposition to propose a new Core-COVID IPCA
The objective of this metric is to avoid confusing temporary fluctuations with a more structural inflationary process. In our view, using this new core along with other measures would be useful to understand inflation dynamics.
This podcast was recorded on July 7, 2021.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-3792601-0.pdf for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2021 JPMorgan Chase & Co. All rights reserved.
Tuesday Jul 06, 2021
Global Data Pod EMEA: The bump in Western European inflation and beyond
Tuesday Jul 06, 2021
Tuesday Jul 06, 2021
Malcolm Barr (Head of Western European Economics) is joined by Alan Monks and Raphael Brun-Aguerre to discuss recent inflation developments and their forecasts for the next 12 months.
This podcast was recorded on July 6, 2021.
This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2021 JPMorgan Chase & Co. All rights reserved.