Global Data Pod: Growth upsides, Hormuz relapse, ECB pause and a new UK PM

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 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.