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Notes on the Week Ahead

Por: Dr. David Kelly

Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management to help prepare you for the week ahead.

325 episodios disponibles

Latest episodes of the podcast Notes on the Week Ahead

A Baseline Forecast for 2026 05/01/2026

Why Stocks are Outperforming the Economy 15/12/2025

Forecasting the Fed’s Forecasts 08/12/2025

The Outlook for Autos 01/12/2025

The Health of the Consumer 24/11/2025

Why a 1:13 expansion feels like a 1:20 recession 17/11/2025

The Importance of Navigation in the Dark 03/11/2025

Oil, Inflation and the Fed: The Slide and the Rollercoaster 27/10/2025

Going Broke Slowly: The Investment Implications of Still-Rising Federal Debt 13/10/2025

The Investment Implications of the Government Shutdown 06/10/2025

Checking the Foundations of a Roaring Bull Market 22/09/2025

Truth or Consequences: The Fed’s Next Move 15/09/2025

Rate Rescue Reality Check 08/09/2025

Back from the Beach: Reviewing the Investment Landscape 02/09/2025

The Investment Implications of the Refund Surge 25/08/2025

Why Money Doesn’t Talk Any More 18/08/2025

The Inflation Outlook 11/08/2025

The Investment Implications of Weaker Labor Supply 04/08/2025

The Fed Decisions 28/07/2025

Underreacting and then Overreacting to Policy Shocks 14/07/2025

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