Global Data Pod Weekender: Shifting sands

About this episode

The episode discusses growth resilience, oil supply issues, and shifting central bank policies.

Growth resilience through 2Q, hints of a deal to get oil flowing through the Strait, and signs of firming labor markets raise the question of shifting growth risks to the upside for 2H26. A reassessment of growth and inflation risks is, in turn, sparking a rethink in central bank policies. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 12 June 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

• economic growth
• labor markets
• central bank policies
• inflation risks
• oil supply

Keywords

• growth resilience
• oil supply
• labor markets
• central bank
• inflation risks

Mentioned in this episode

Organizations: J.P. Morgan

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