Global Data Pod Weekender: I’m okay, you’re okay

About this episode

The episode discusses the resilience of the global economy amidst energy shocks and the implications for central banks.

The global expansion is showing resilience to the energy shock as the pre-war cyclical lift we have anticipated is absorbing the loss of purchasing power. As we enter week 14 of the Strait remaining closed, should we feel better, worse, or have the same degree of caution? If the Strait opens, will the cycle accelerate or are there headwinds to still worry about for 2H26? And if not, what should this mean for central banks? Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 29 May 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.

People in this episode

Guests: Bruce Kasman, Joseph Lupton

Topics covered

• global expansion
• energy shock
• central banks
• economic cycles
• purchasing power

Keywords

• global economy
• energy shock
• purchasing power
• central banks
• economic cycles

Mentioned in this episode

Organizations: J.P. Morgan

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