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.

348 episodios disponibles

Latest episodes of the podcast Notes on the Week Ahead

What Lies Beneath: An Updated Outlook on the Economy and Investing 10/08/2026

The People versus Inflation 27/07/2026

A Top Down View of the Earnings Surge 20/07/2026

The Fed Communications Debate: Bernanke Versus Warsh 13/07/2026

Consumer Sentiment and the Stock Market 06/07/2026

The Healing of Housing 29/06/2026

The MOU and Warsh: A Changing Macro Landscape 22/06/2026

The Inflation Outlook and Fed Policy under New Leadership 15/06/2026

Investing in a Divergent Economy 01/06/2026

Five Scenarios for the Federal Debt 25/05/2026

Quarter Days and the Economic Outlook 04/05/2026

AI, Inflation and Interest Rates 20/04/2026

The Latest News and the Economic Outlook 13/04/2026

The Receding Tariff Tide 30/03/2026

The Investment Implications of Shrinking the Fed’s Balance Sheet 24/03/2026

How Will It End? 16/03/2026

An Updated Outlook for the U.S. Economy 09/03/2026

The Investment Implications of the Tariff Decision 23/02/2026

Detangling Solution for the Economic Outlook 17/02/2026

Real Economy Challenges 09/02/2026

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