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The outlook has been viewed through the lens of a strong cyclical lift clashing with a set of geopolitical drags. The past week has delivered positive news on the cycle, but this also comes with news of an intensifying energy shock and trade war. As central banks weigh these forces, they are remaining constructive on growth and thus focus is on ongoing inflation pressures.


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Greg Fuzesi and Allan Monks discuss the latest on the Western European economy, which is seeing improving growth face off against yet another energy price shock.

 

This podcast was recorded on 24 July, 2026.

This communication is provided for information purposes only.

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While there are considerable crosscurrents on both the growth and inflation fronts, our views remain squarely focused on resilient global growth (with risks biased to the upside) and a 2H26 global inflation profile that downshifts to a still elevated level.    

 

Speakers:

Bruce Kasman

Joseph Lupton

 

This podcast ...


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Greg Fuzesi and Allan Monks continue to discuss upside risks to growth (despite the renewed tensions in Hormuz), and they preview next week’s ECB meeting and a new UK PM.

 

This podcast was recorded on 17 July, 2026.

This communication is provided for information purposes only.

© 2026 JPMorgan Chase & Co. All rights ...


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In our forecast, which the consensus and market have come to over the past months (resilient growth, sticky inflation, hawkish central banks), the distinctiveness has diminished. However, this doesn’t stop us from worrying about things, or arguing about them. The baseline is still for continued expansion with a bit of upside risk driven by an unstoppable consumer, but downsid...


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