Skip to content
Sign in
Artwork for Global Data Pod
Global Data Pod · September 18 · 41 min

Global Data Pod Weekender: Tomayto, tomahto

The week bolstered the shift toward higher rates, with the Fed joining the hiking cycle and signaling more to come. While domestic conditions are playing their usual role, there are also plenty of global factors at work—potentially leading to a larger and more synchronized global hiking cycle than currently expected. This is being reinforced by a strengthening cyclical uplift, although this modal view faces two-sided risks. Speakers: Bruce Kasman, Chief Economist Joseph Lupton, Co-Head Economic Research This podcast was recorded on 18 September 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.

0:00-41:35
Play in

transcript

No transcript — this publisher did not publish one.

show notes

The week bolstered the shift toward higher rates, with the Fed joining the hiking cycle and signaling more to come. While domestic conditions are playing their usual role, there are also plenty of global factors at work—potentially leading to a larger and more synchronized global hiking cycle than currently expected. This is being reinforced by a strengthening cyclical uplift, although this modal view faces two-sided risks.

 

Speakers:

Bruce Kasman, Chief Economist

Joseph Lupton, Co-Head Economic Research

 

This podcast was recorded on 18 September 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.

more episodes

All episodes