{"podcast":{"title":"Global Data Pod","slug":"global-data-pod-4108363","podcast_index_feed_id":4108363,"rss_url":"https://feed.podbean.com/globaldatapod/feed.xml","website_url":"https://globaldatapod.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/12329997/Global_Data_Pod_rqacht.jpg","author":"J.P. Morgan Global Research","episode_count":100,"summary":"Economists from J.P. Morgan Global Research offer their analysis on the economic data, macro trends and monetary and fiscal policy impacting the world today.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/global-data-pod-4108363"},"episode":{"title":"Global Data Pod Weekender: Much ado about oil","slug":"global-data-pod-weekender-much-ado-about-oil","published_at":"2026-04-17T20:58:35+00:00","page_url":"https://stenobird.com/podcast/global-data-pod-4108363/global-data-pod-weekender-much-ado-about-oil","show_page_url":"https://stenobird.com/podcast/global-data-pod-4108363","url":"https://globaldatapod.podbean.com/e/global-data-pod-weekender-much-ado-about-oil/","audio_url":"https://mcdn.podbean.com/mf/web/vjpa8f9dyukkq3z4/KAL-1-N4FJ0HXZ_04172026_MMTVuse.mp3","summary":"While not out of the woods, the tail risk around the Middle East shock has faded materially for now. This brings the conversation back to tracking the same forces for growth and inflation discussed before the war, with a dash less growth but a dash more inflation. The “not having your cake and eating it too” theme is back on the menu. The case for more hawkish central banks is made, most clearly for the Fed. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 17 April 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.","meta_description":"While not out of the woods, the tail risk around the Middle East shock has faded materially for now. This brings the conversation back to tracking the sam…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2229,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/global-data-pod-4108363/episodes/global-data-pod-weekender-much-ado-about-oil/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/global-data-pod-4108363/global-data-pod-weekender-much-ado-about-oil.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}