Global Data Pod Weekender: Wobble, wobble

About this episode

The episode discusses the impact of recent data on the global economy, highlighting inflation pressures and risks related to Iran.

After the data in recent weeks underscoring the cyclical uplift in the global economy since the start of the year, this week’s DM flash PMIs and China data remind us that the Iran-related headwind is taking a toll and keeps downside risks alive. Absent this risk, inflation pressures are underappreciated and point to a potential central bank problem in the coming quarters. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 22 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 economy
• inflation
• central banks
• PMIs
• China data
• Iran-related headwinds

Keywords

• global economy
• inflation
• PMIs
• China data
• central banks
• Iran

Mentioned in this episode

Organizations: J.P. Morgan

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