Global Data Pod Weekender: That's gonna leave a mark
About this episode
The episode discusses the ongoing energy price shock and its implications for the macro economy and central bank policies.
The energy price shock is finishing its fourth week and the risks of material macro damage are rising. Until then the baseline of Brent oil prices that hold at current levels through midyear and then moderate by year-end makes for a lot of debate (both "should" and "will") about central bank reactions. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 27 March 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 of Global Data Pod
- Global Data Pod Weekender: How bad could it get?
- Global Data Pod Weekender: Much ado about oil
- Global Data Pod Weekender: On the strait and harrow
- Global Data Pod Weekender: All’s unclear that ends unclear
- Global Data Pod Weekender: Another week into the unknown
- Global Data Watch Weekender: Strait no chaser
Explore listener stats, chart rankings, contacts and more on the Global Data Pod podcast page.