Economists from J.P. Morgan Global Research offer their analysis on the economic data, macro trends and monetary and fiscal policy impacting the world today.
Episodes
Friday Mar 27, 2026
Friday Mar 27, 2026
The energy price shock is finishing its fourth week and the risks of material macro damage are rising. Until then the baseline of Brent oil prices that hold at current levels through midyear and then moderate by year-end makes for a lot of debate (both "should" and "will") about central bank reactions.
Speakers:
Bruce Kasman
Joseph Lupton
This podcast was recorded on 27 March 2026.
This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 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.
8 days ago
Your “That’s going to leave a mark” podcast was great. I am so tired of getting homogenized views that your discussion was a breadth of fresh air. I especially appreciate getting a diversity of opinion on the impact of data, and counting on the audience to be intelligent enough to piece together their truth from the diverse opinions you expressed. Well done!