{"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 Watch Weekender: Start me up","slug":"global-data-watch-weekender-start-me-up","published_at":"2026-02-20T20:13:34+00:00","page_url":"https://stenobird.com/podcast/global-data-pod-4108363/global-data-watch-weekender-start-me-up","show_page_url":"https://stenobird.com/podcast/global-data-pod-4108363","url":"https://globaldatapod.podbean.com/e/global-data-pod-weekender-start-me-up/","audio_url":"https://mcdn.podbean.com/mf/web/9yvbv77bsj9hxajw/KAL-1-SOXMPIB2.mp3","summary":"The year is starting with solid global momentum. Fading caution, firming in employment, signs of a broadening in non-tech related capex are prompting a bounce in industry—underscored by this week’s strong February flash PMIs. While the SCOTUS overturning of US IEEPA tariffs lays down some guardrails, we do not see it materially altering the US war on trade in aggregate. Resilient growth combined with elevated inflation make market pricing for Fed cuts in 2H26 increasingly untenable. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 20 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.","meta_description":"The year is starting with solid global momentum. Fading caution, firming in employment, signs of a broadening in non-tech related capex are prompting a bo…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1682,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/global-data-pod-4108363/episodes/global-data-watch-weekender-start-me-up/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-watch-weekender-start-me-up.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}