Global Data Pod Research Rap: Inflation Monit...

While not out of the woods, the tail risk around the Middle East shock has faded materially for now. This brings the conversation back to tracking the same forces for growth and inflation discussed before the war, with a dash less growth but a dash more inflation. The “not having ...  Show more

The fragile cease-fire has not opened the strait or even ended hostilities fully, but the hint of an end keeps our outlook on a path for energy prices to hold steady before gradually drifting lower in 2H26. Absent downside tail risks, which remain large, we see supports to weathe ...  Show more

In this episode we hear from Ralph Sueppel, Managing Director at Macrosynergy, a London-based macroeconomic research and technology company that co-developed the J.P. Morgan Macrosynergy Quantamental System (“JPMaQS”): a data and analytics  product harnessing macroeconomic qua ...

In this episode, Greg Shearer, head of Base and Precious Metals Research, is joined by Natasha Kaneva, head of Global Commodities Research. Together, they dive into the key factors currently shaping commodities markets — from the evolving geopolitical landscape to the interest ...

In this episode, Veronique Steiner, head of EMEA Innovation Economy, and Lori Schwartz, global head of Treasury Services, sit down at Money20/20 Middle East in Riyadh to discuss the trends shaping the region's financial system. Together, they explore the r ...

Equities fluctuated on mixed US–China trade signals and a speech by the US Federal Reserve Chair, which suggested that the central bank may be ready to halt balance sheet reduction. This boosted small-cap stocks and non-technology sectors, while robust bank earnings added momentu ...  Show more