Global Data Pod Weekender: Le coût de la vie

Global Data Pod Weekender: Le coût de la vie

From Global Data Pod by J.P. Morgan Global Research

May 14, 2026 · 38 min · Episode 406

About this episode

The episode discusses the dual role of inflation in driving the cost of living and its implications for central bank policies.

Inflation is playing a dual role at present. First, as a driver of spending that is boosting the cost of living via higher energy prices. Second, as a reflection of the momentum in the underlying cycle. Central banks are taking note of both, but it's the latter that will have staying power and is thus fueling their hawkish shift. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 14 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

  • inflation
  • cost of living
  • central banks
  • energy prices
  • economic cycle

Keywords

  • inflation
  • cost of living
  • central banks
  • energy prices
  • economic cycle

Mentioned in this episode

Organizations: J.P. Morgan

More episodes of Global Data Pod

Explore listener stats, chart rankings, contacts and more on the Global Data Pod podcast page.