Recurring series

Daily Economic Briefing

Finvaulta tracks 6 editions of Daily Economic Briefing from J.P. Morgan, published between May 12, 2026 and July 9, 2026. Each edition is summarized on its own page.

Latest edition · July 9, 2026

JPM Daily Economic Briefing No eclipse of the capex cycle

This report highlights a persistent global capex surge in 2Q26, supported by robust tech profits and broadening demand in non-tech industrial sectors. Despite geopolitical risks and mixed inflation prints, global growth momentum remains positive.

J.P. Morgan's daily briefing underscores the strength of the ongoing capex cycle, tracking a 9.7%ar gain for 2Q26. This performance is attributed to strong tech sector activity and recovery in non-tech industries across both developed and emerging markets. Meanwhile, the report notes mixed global inflation trends, persistent geopolitical tensions in the Middle East, and constructive labor market data in the U.S., alongside evolving policy rate outlooks for major central banks.

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Key takeaways from the latest edition

1.Global capital expenditure is showing robust growth, with a 9.7%ar surge tracked for 2Q26, driven by a broadening base across regions and sectors.
2.Inflation signals remain mixed; while energy prices have eased following the reopening of the Strait of Hormuz, underlying core inflation pressures remain resilient in several economies.
3.US labor market remains constructive, with low initial jobless claims indicating continued downward pressure on the unemployment rate.

What this series covers

Daily Economic Briefing
Focus: Capex surge continues through 2Q with broadening support
Quantitative Economic Dashboard (QED): Summary
Other Disclosures

Edition archive

Series at a glance

Editions tracked: 6
First edition: May 12, 2026
Latest edition: July 9, 2026

All J.P. Morgan research

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