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The latest data keep the inflation and growth backdrop challenging for central banks. Politics are an added wrinkle for the Fed.

Speakers:

Bruce Kasman

Joseph Lupton

This podcast was recorded on 18 July 2025.

This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the writte

Global Data Pod Weekender: Inflation, politics, and central banking

Global Data Pod