Global Data Watch Weekender: What could go wrong?
About this episode
The episode discusses the potential disruptions to economic forecasts, particularly focusing on job growth and GDP, while considering the impact of AI.
Incoming data support our call for a recoupling of weak job growth to solid GDP gains, driven by a fading of business caution. Beyond this near-term tracking, we consider the types of shocks that could disrupt the outlook further out—with a focus on how to think about AI’s impact. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 27 February 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.
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- Global Data Pod Weekender: On the strait and harrow
- Global Data Pod Weekender: All’s unclear that ends unclear
- Global Data Pod Weekender: That's gonna leave a mark
- Global Data Pod Weekender: Another week into the unknown
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