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
The Importance of Navigation in the Dark (03.11.2025)
Previous Episodes
- 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
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