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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 Investment Implications of a Rising Federal Deficit
10 mins; September 25, 2023
The View from the Top of Tightening Mountain
11 mins; September 18, 2023
Worrying about Oil
10 mins; September 11, 2023
Unemployment and Wage Inflation
11 mins; September 05, 2023
Letter from Wyoming
7 mins; August 21, 2023
Real Rates in the Long Run
13 mins; August 14, 2023
Bull Market Investing
9 mins; August 09, 2023
The Soft Landing Scenario
9 mins; July 31, 2023
The Inflation Perfectionists
10 mins; July 24, 2023
The Sin of Wages: A Last, Bad Excuse for Monetary Tightening
9 mins; July 10, 2023
The Investment Implications of Consumer Gloom
9 mins; July 05, 2023
Waiting for a Negative
9 mins; June 27, 2023
The Recession Questions: Yes, No, When and How Bad?
13 mins; June 20, 2023
Cooler Inflation and Slower Growth should Convert a Fed Skip into a Fed Pause
8 mins; June 12, 2023
The Steady Normalization of the U.S. Labor Market
12 mins; May 30, 2023
Sizing up the angles on Fed policy
10 mins; May 22, 2023
Slow-Motion Slowdown
8 mins; May 15, 2023
Debt-Ceiling Cliff Dancing
13 mins; May 01, 2023
When Money Stops Talking
13 mins; April 24, 2023
The Road Back to 2% Inflation
8 mins; April 17, 2023
The Real Threat to Dollar Dominance
8 mins; April 10, 2023
The Recessionary Price of a Faster Decline in Inflation
10 mins; March 28, 2023
The Economic Impact of Banking Turmoil
10 mins; March 20, 2023
The Investment Implications of a Demographic Bounce
9 mins; March 06, 2023
Investing Beyond The Profit Squeeze
8 mins; February 27, 2023
A Seasonal Surge (and its Implications for Jobs, Growth, Inflation and Rates)
7 mins; February 22, 2023
The Lurking Slowdown
11 mins; February 06, 2023
A Turning Point for the Economy
10 mins; January 23, 2023
Debt-Ceiling Danger
10 mins; January 17, 2023
Resolution and Confidence
8 mins; January 03, 2023
The Challenged Consumer
9 mins; December 19, 2022
The Investment Implications of the Oil Slide
8 mins; December 12, 2022
Redhotnot – The Investment Implications of the Job Market Mosaic
10 mins; December 05, 2022
The Investment Implications of the Housing Slump
7 mins; November 22, 2022
Recession Risks: Standing on the Edge of a Swamp
10 mins; November 15, 2022
The Market-Moving Menu of Data and Events
11 mins; October 31, 2022
Lifting the Fog of Uncertainty on Growth, Inflation, Politics and Rates
10 mins; October 24, 2022
The Monetary Implications of Fiscal Drag
9 mins; October 17, 2022
The Slope of the Inflation Slide
7 mins; October 10, 2022
The Recession that Didn’t Bark
9 mins; October 03, 2022
The Scales of Fundamentals and Price
7 mins; September 26, 2022
Why the Fed should worry less about sticky inflation (but probably won’t)
12 mins; September 20, 2022
Why the Fed should worry less about sticky inflation (but probably won’t)
12 mins; September 20, 2022
Job Openings, Recession Risks and Prospects for a Fed Reversal
8 mins; September 06, 2022
The Investment Implications of Jackson Hole
6 mins; August 31, 2022
A Line in the Sand on Inflation
10 mins; August 22, 2022
The Global Inflation War
14 mins; August 16, 2022
The Inflation Cold Front
8 mins; August 08, 2022
The Inflation Cold Front
8 mins; August 08, 2022
The Inflation Cold Front
8 mins; August 08, 2022
Twists and Turns on the Road to a Better Investment Environment
10 mins; August 02, 2022
From Allegro to Adagio: Growth, Inflation and the Fed
10 mins; July 26, 2022
The Lag in the Drag
11 mins; July 11, 2022
The Quiet Machinery of Repair
10 mins; July 05, 2022
The Rollover Race between Growth and Inflation
8 mins; June 28, 2022
Recession Risks and Investment Implications
11 mins; June 22, 2022
The Keeping Cool Heads amidst Hot Inflation
8 mins; June 15, 2022
The Investment Implications of Food and Energy Inflation
9 mins; June 06, 2022
Growth? Inflation? Recession? Principles!
10 mins; June 01, 2022
The Investment Implications of a Falling Budget Deficit
11 mins; May 16, 2022
Slowing Growth and the Potential for an Extended Soft Landing
8 mins; May 10, 2022
The Dollar in a World of Worries
7 mins; May 02, 2022
Killing it Softly: How the Fed should Fight Inflation
10 mins; April 25, 2022
The Economy and Markets after a First-Quarter Roller Coaster
8 mins; April 12, 2022
Where have all the workers gone?
7 mins; April 05, 2022
Small Paddle, Big Rapids: What the Economy Could Do to the Fed
8 mins; March 22, 2022
Getting Going on Monetary Tightening
9 mins; March 14, 2022
Ukraine and the U.S. Economy
7 mins; March 07, 2022
The Financial Backdrop as Ukraine Waits and Worries
9 mins; February 22, 2022
Ukraine: The Investment Implications of a Loser’s Game
7 mins; February 14, 2022
Interest Rates: How High and How Fast?
10 mins; February 07, 2022
Feddle
9 mins; January 31, 2022
Housing and the Fed
8 mins; January 24, 2022
The Recession Scenario
11 mins; January 18, 2022
Shifting Fundamentals Still Point to Higher Rates
10 mins; January 10, 2022
Pumping the Brakes on the U.S. Economy
9 mins; January 03, 2022
The Fed turns more hawkish…for now
9 mins; December 13, 2021
The Great Worker Shortage
10 mins; December 06, 2021
The Investment Implications of Omicron
6 mins; November 29, 2021
More Clarity and Less Stimulus from Washington
6 mins; November 22, 2021
Why Inflation still looks mostly Transitory
11 mins; November 15, 2021
Getting Back on the Recovery Track
10 mins; November 08, 2021
The Pandemic and Financial Waves
14 mins; November 01, 2021
The Stagflation Scare
6 mins; October 18, 2021
Facing Reality on Growth and Inflation
7 mins; October 11, 2021
The American Consumer: Still Ready to Drive the Recovery
8 mins; September 27, 2021
Haircuts and Roulette Wheels: Are we “Due” for a Correction?
8 mins; September 20, 2021
Washington games and their consequences for risks, taxes, stimulus and investing
10 mins; September 13, 2021
Speedbumps on the Road to Recovery
11 mins; September 07, 2021
Monetary and Fiscal Timetables
7 mins; August 30, 2021
The Profits Wave
7 mins; August 23, 2021
The Investment Implications of a Mutating Economy
8 mins; August 09, 2021
New Palette Same Picture
9 mins; August 02, 2021
The Variants and the Vaccines
7 mins; July 19, 2021
Speeding More Slowly
6 mins; July 12, 2021
After the Storm
9 mins; July 06, 2021
The Season of Supercharged Demand
8 mins; June 28, 2021
Why the Bond Market is Ignoring Inflation
9 mins; June 14, 2021
The Fed’s Forecasts
9 mins; June 07, 2021
The Evolving Expansion
9 mins; June 01, 2021
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