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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.
The Receding Tariff Tide
10 mins; March 30, 2026
The Investment Implications of Shrinking the Fed’s Balance Sheet
13 mins; March 24, 2026
How Will It End?
10 mins; March 16, 2026
An Updated Outlook for the U.S. Economy
9 mins; March 09, 2026
The Investment Implications of the Tariff Decision
10 mins; February 23, 2026
Detangling Solution for the Economic Outlook
10 mins; February 17, 2026
Real Economy Challenges
11 mins; February 09, 2026
The Federal Reserve – New Leadership, Same Landscape
8 mins; February 02, 2026
The Direction of the Fed
9 mins; January 26, 2026
International Equities: Looking Beneath the Currency Icing
10 mins; January 20, 2026
A Baseline Forecast for 2026
11 mins; January 05, 2026
Why Stocks are Outperforming the Economy
11 mins; December 15, 2025
Forecasting the Fed’s Forecasts
11 mins; December 08, 2025
The Outlook for Autos
10 mins; December 01, 2025
The Health of the Consumer
11 mins; November 24, 2025
Why a 1:13 expansion feels like a 1:20 recession
11 mins; November 17, 2025
The Importance of Navigation in the Dark
11 mins; November 03, 2025
Oil, Inflation and the Fed: The Slide and the Rollercoaster
9 mins; October 27, 2025
Going Broke Slowly: The Investment Implications of Still-Rising Federal Debt
8 mins; October 13, 2025
The Investment Implications of the Government Shutdown
8 mins; October 06, 2025
Checking the Foundations of a Roaring Bull Market
11 mins; September 22, 2025
Truth or Consequences: The Fed’s Next Move
7 mins; September 15, 2025
Rate Rescue Reality Check
9 mins; September 08, 2025
Back from the Beach: Reviewing the Investment Landscape
13 mins; September 02, 2025
The Investment Implications of the Refund Surge
10 mins; August 25, 2025
Why Money Doesn’t Talk Any More
10 mins; August 18, 2025
The Inflation Outlook
11 mins; August 11, 2025
The Investment Implications of Weaker Labor Supply
10 mins; August 04, 2025
The Fed Decisions
10 mins; July 28, 2025
Underreacting and then Overreacting to Policy Shocks
10 mins; July 14, 2025
The Investment Implications of a Falling Dollar
9 mins; July 07, 2025
OBBBA and a Cold, Hot, Cold Forecast
9 mins; June 30, 2025
Tariffs and Inflation
12 mins; June 23, 2025
Economic Sogginess and the Market Party
10 mins; June 09, 2025
The Macro Jigsaw
12 mins; June 02, 2025
Policy and the Investment Landscape: An Update
13 mins; May 19, 2025
A Softer Sort of Slowdown
11 mins; May 05, 2025
Tracking the Economic Slowdown
9 mins; April 28, 2025
Recession Risks, Resilience and American Exceptionalism
10 mins; April 21, 2025
Tariff Turmoil and Investment Strategy
11 mins; April 07, 2025
Fiscal Fudge
7 mins; March 24, 2025
The Wait and See Economy
12 mins; March 17, 2025
The Trouble with Tariffs
5 mins; March 03, 2025
The Implications of Slowing Population Growth
8 mins; February 24, 2025
The Growth Drag from Policy Uncertainty
12 mins; February 18, 2025
Europe: The Slow and Steady Train
11 mins; February 10, 2025
The Investment Implications of the Trade War
6 mins; February 03, 2025
White House Actions, Fed Reactions and Investing
10 mins; January 27, 2025
The Big Picture on Debt, Deficits and Interest Rates
12 mins; January 21, 2025
Interest Rates, Inflation and the Uncertainty Tax
12 mins; January 13, 2025
Stability and Extremes
10 mins; January 06, 2025
Reading Between the Lines (On the Direction of Monetary Policy)
7 mins; December 16, 2024
Initial Conditions
11 mins; December 09, 2024
Irish Lessons
8 mins; December 02, 2024
Policy Changes and the Macro Outlook
11 mins; November 18, 2024
The Investment Implications of the Republican Sweep
12 mins; November 11, 2024
Finding Balance in a Broadening Expansion
7 mins; October 28, 2024
The Deficit, the Election and Interest Rates
11 mins; October 14, 2024
Four Banks and the Dollar
11 mins; October 08, 2024
The Investment Implications of the Wealth Surge
8 mins; September 30, 2024
The Investment Implications of a $769,900,000,000 Mistake
6 mins; September 23, 2024
Previewing the Fed: Easy Does It
7 mins; September 16, 2024
The Jobs Mosaic
12 mins; September 09, 2024
Demographics, Debt, the Dollar and Apocalyptic Assets
13 mins; September 03, 2024
Jackson Hole and the Speed of Fed Easing
7 mins; August 19, 2024
The Outlook for Housing in a Macro Game of Inches
10 mins; August 12, 2024
The Slowdown Scenario
10 mins; August 05, 2024
Concentration Risk as the Fed gets Ready to Cut
8 mins; July 29, 2024
Is 4.1% Unemployment a Recession Warning?
9 mins; July 08, 2024
Expansion on Broadway
7 mins; June 24, 2024
Risks and Exposure
10 mins; June 17, 2024
The Wide and Foggy Road
8 mins; June 10, 2024
The Normalization of an Abnormal Job Market
9 mins; June 03, 2024
The Causes and Consequences of Gloom and Doom
9 mins; May 28, 2024
The Investment Implications of the Federal Debt: An Update
10 mins; May 13, 2024
Commercial Real Estate: Macro Risk or Investment Opportunity?
9 mins; May 06, 2024
The Right Track
10 mins; April 29, 2024
The Causes and Consequences of More Volatile Bonds
10 mins; April 22, 2024
The Dollar Dynasty
9 mins; April 15, 2024
The Right Time to Cut Rates
9 mins; April 08, 2024
Wage War
11 mins; March 25, 2024
Dot-Plot Danger and QT Limits
12 mins; March 18, 2024
From Business Cycle to Stretched-Out Expansion
10 mins; March 11, 2024
Japanese Lessons
12 mins; March 04, 2024
The Investment Implications of the Migration Surge
9 mins; February 26, 2024
The Pressures of a Full Employment Economy
12 mins; February 20, 2024
Will Job Market Strength Delay the Inflation Slide?
10 mins; February 05, 2024
Too Much Growth for Early Easing
9 mins; January 29, 2024
A Thaw in Sentiment
6 mins; January 22, 2024
Will Rising Federal Debt Force Rates Higher?
8 mins; January 16, 2024
The Inflation Slide Looks Set to Continue
9 mins; January 10, 2024
Balance Sheets and Resolutions
8 mins; January 02, 2024
The Investment Climate
10 mins; December 12, 2023
Winter Driving: Can the Economy Keep Growing into 2025?
9 mins; December 05, 2023
The Remarkable Resilience of Corporate Margins
10 mins; November 27, 2023
Falling Tensions in a Cooling Economy
7 mins; November 13, 2023
Tracking the Inflation Slide
11 mins; November 06, 2023
Slowdown Delayed; Cooldown Ahead of Schedule
9 mins; October 30, 2023
The Addicted Consumer
8 mins; October 23, 2023
Investing in World of Increasing Complexity
7 mins; October 10, 2023
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