Notes on the Week Ahead
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.
Latest Episode
Why Money Doesn’t Talk Any More (18.08.2025)
Previous Episodes
- 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
- The Investment Implications of a Falling Dollar 07.07.2025
- OBBBA and a Cold, Hot, Cold Forecast 30.06.2025
- Tariffs and Inflation 23.06.2025
- Economic Sogginess and the Market Party 09.06.2025
- The Macro Jigsaw 02.06.2025
- Policy and the Investment Landscape: An Update 19.05.2025
- A Softer Sort of Slowdown 05.05.2025
- Tracking the Economic Slowdown 28.04.2025
- Recession Risks, Resilience and American Exceptionalism 21.04.2025
- Tariff Turmoil and Investment Strategy 07.04.2025
- Fiscal Fudge 24.03.2025
- The Wait and See Economy 17.03.2025
- The Trouble with Tariffs 03.03.2025
- The Implications of Slowing Population Growth 24.02.2025
- The Growth Drag from Policy Uncertainty 18.02.2025
- Europe: The Slow and Steady Train 10.02.2025
