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Nora Szentivanyi and Raphael Brun-Aguerre discuss their takeaways from the latest CPI reports, the key drivers shaping the outlook, and implications for monetary policy.

This podcast was recorded on September 26, 2025.

This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-5085949-0 and https://www.jpmm.com/research/content/GPS-5083938-0 for more information; please

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