The tide on central bank tightening has turned and we see the September hikes from the ECB, Fed, and BoJ as the start of a broad tightening cycle. Speakers: Bruce Kasman, Chief Economist Joseph Lupton, Co-Head Economic Research This podcast was recorded on 11 September 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.
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