A strong two quarters of growth comes with geo-divergence and some mixed signals on momentum, raising questions not about the strong past but about the future. A global rotation is projected, with the US downshifting from a boomy pace and growth in the rest of the world strengthening. Against this backdrop, both headline and underlying inflation are firming.

 

Speakers:

Bruce Kasman, Chief Economist

Joseph Lupton, Co-Head Economic Research

 

This podcast was recorded on 16 October 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.

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör J.P. Morgan Global Research. Innehållet i podden är skapat av J.P. Morgan Global Research och inte av, eller tillsammans med, Poddtoppen.