# Global Data Pod Research Rap: Inflation Monitor Page: https://stenobird.com/podcast/global-data-pod-4108363/global-data-pod-research-rap-inflation-monitor Text version: https://stenobird.com/podcast/global-data-pod-4108363/global-data-pod-research-rap-inflation-monitor.md Podcast: [Global Data Pod](https://stenobird.com/podcast/global-data-pod-4108363) Published: 2026-03-12T16:36:38+00:00 Episode link: https://globaldatapod.podbean.com/e/global-data-pod-research-rap-inflation-monitor-1773332685/ Audio file: https://mcdn.podbean.com/mf/web/2gxpa962uddc29jk/260312GDP_Nora_KAL-1-HUO215MD.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/global-data-pod-4108363/episodes/global-data-pod-research-rap-inflation-monitor Duration seconds: 1705 ## Resource Nora Szentivanyi is joined by Raphael Brun-Aguerre, Michael Hanson and Allan Monks to discuss global inflation developments heading into the Iran conflict; the first-order impact of higher oil prices on headline CPI inflation; the likelihood and magnitude of second-order effects on core inflation and inflation expectations; and how central banks are likely to react to the shock. This podcast was recorded on March 12, 2026. This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-5216250-0 https://www.jpmm.com/research/content/GPS-5232201-0 https://www.jpmm.com/research/content/GPS-5222819-0 https://www.jpmm.com/research/content/GPS-5222602-0 https://www.jpmm.com/research/content/GPS-5223806-0 https://www.jpmm.com/research/content/GPS-5229672-0 for more information; 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. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/global-data-pod-4108363/episodes/global-data-pod-research-rap-inflation-monitor/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/global-data-pod-4108363/global-data-pod-research-rap-inflation-monitor.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.