Notes on the Week Ahead

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.

1374 - An Updated Outlook for the U.S. Economy

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Episodios

lun., 09 mar. 2026

lun., 23 feb. 2026

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lun., 16 dic. 2024

lun., 09 dic. 2024

Notes on the Week Ahead

Episodios

An Updated Outlook for the U.S. Economy

The Investment Implications of the Tariff Decision

Detangling Solution for the Economic Outlook

Real Economy Challenges

The Federal Reserve – New Leadership, Same Landscape

The Direction of the Fed

International Equities: Looking Beneath the Currency Icing

A Baseline Forecast for 2026

Why Stocks are Outperforming the Economy

Forecasting the Fed’s Forecasts

The Outlook for Autos

The Health of the Consumer

Why a 1:13 expansion feels like a 1:20 recession

The Importance of Navigation in the Dark

Oil, Inflation and the Fed: The Slide and the Rollercoaster

Going Broke Slowly: The Investment Implications of Still-Rising Federal Debt

The Investment Implications of the Government Shutdown

Checking the Foundations of a Roaring Bull Market

Truth or Consequences: The Fed’s Next Move

Rate Rescue Reality Check

Back from the Beach: Reviewing the Investment Landscape

The Investment Implications of the Refund Surge

Why Money Doesn’t Talk Any More

The Inflation Outlook

The Investment Implications of Weaker Labor Supply

The Fed Decisions

Underreacting and then Overreacting to Policy Shocks

The Investment Implications of a Falling Dollar

OBBBA and a Cold, Hot, Cold Forecast

Tariffs and Inflation

Economic Sogginess and the Market Party

The Macro Jigsaw

Policy and the Investment Landscape: An Update

A Softer Sort of Slowdown

Tracking the Economic Slowdown

Recession Risks, Resilience and American Exceptionalism

Tariff Turmoil and Investment Strategy

Fiscal Fudge

The Wait and See Economy

The Trouble with Tariffs

The Implications of Slowing Population Growth

The Growth Drag from Policy Uncertainty

Europe: The Slow and Steady Train

The Investment Implications of the Trade War

White House Actions, Fed Reactions and Investing

The Big Picture on Debt, Deficits and Interest Rates

Interest Rates, Inflation and the Uncertainty Tax

Stability and Extremes

Reading Between the Lines (On the Direction of Monetary Policy)

Initial Conditions