Selected Recent Research: J.P. Morgan Economics

Research evidence excerpt

Selected Recent Research: J.P. Morgan Economics

Bruce Kasman (1-212) 834-5515 Global Economic Research J P M O R G A Nbruce.c.kasman@jpmorgan.com

JPMorgan Chase Bank NA 18 June 2026

Joseph Lupton (1-212) 834-5735

joseph.p.lupton@jpmorgan.com

JPMorgan Chase Bank NA

Global China: Trade blows out, but composition matters, 22May26

Australian housing: Counting the cost, 22May26

Here we go again: Tariff reset has further to run, 12Jun26 India: This time is different, 22May26

The other 90%: Tracking the non-tech industry recovery, 12Jun26 Australian CPI: Keeping trim, 8May26

When you’re weary, feeling small, 5June26 The sulfuric acid squeeze: Hormuz & China export ban, 8May26

Goldilocks is leaving the building, 22May26 Indonesia: Introducing BI-FXPI, 1May26

Oh, the places you’ll go: On the cycle versus the shock, 8May26 China's fiscal policy: mild expansion, tougher tradeoffs, 17Apr26

The two R*s: unpleasant monetarist arithmetic again, 8May26 EM Asia: Re-assessing energy vulnerability, 10Apr26

Global expansion is at a crossroads, 1May26 Bank of Korea: Stay calm and maintain balance, 10Apr26

Context matters, 10Apr26 Australian Wages: Smells like teen spirit, 10Apr26

Profits add to buffers cushioning global oil shock, 10Apr26 India: Oil and fiscal policy, 3 Apr26

United States and Canada Latin America

USMCA: It’s no longer July, 5Jun26 Colombia: Measuring fiscal (un)sustainability, 12Jun26

US: Energy price pass-through into core prices, 29May26 USMCA: It’s no longer July, 5Jun26

US: The Fed under Warsh, 1May26 Argentina: Local and FX credit, a two-speed recovery, 5Jun26

US: Private credit isn’t a public problem, 1May26 Brazil: A timelier measure of consumption, 22May26

US: The Mideast conflict and food inflation, 10Apr26 Andeans: “Kraken” El-Nino risk rises, 22May26