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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 Man

Episodes

Total: 304

On Tuesday, we will release our third quarter 2025 Guide to the Markets.  On Wednesday, we will host

Tariffs and Inflation

2025/6/23

Investors this week will be focused on the implications of the U.S. attack on Iranian nuclear facili

When we bought our first home, the builder neglected to mention that it was built upon a river. Of c

The Macro Jigsaw

2025/6/2

When I was growing up, school holidays weren’t packed with organized activities. Sometimes, to relie

This week, after a very busy few months, I am putting down my pen, picking up my metaphorical spade

There have only been two U.S. recessions since 2001 – the Great Financial Crisis and the Pandemic Re

A crowd is gathered around the sickbed of the economic expansion. Among the multitude are the worker

Last weekend, I neglected to finish my Notes on the Week Ahead as I got caught up in watching the Ma

One clear advantage of getting older, (and I can attest to many of its disadvantages), is that you l

Fiscal Fudge

2025/3/24

I may have mentioned this before, but as a young lad, I had a very healthy appetite. Consequently, w

The Wait and See Economy

2025/3/17

I was running along the roads of our neighborhood last weekend when I came upon a small herd of deer

The Trouble with Tariffs

2025/3/3

I was at a conference last week and a financial advisor asked me what I thought he should say when a

In December, the Census Bureau announced that the U.S. population had grown by nearly 1% in the year

In the four weeks since he took office, the president has issued an extraordinary number of executiv

For investors, Europe seems like a train in a station, perpetually gathering steam and loading up fo

On Saturday, the White House announced the imposition of heavy tariffs on goods exported from Mexico

This Wednesday, at 2:00 PM, the Federal Reserve will release a statement on monetary policy. It will

“Unsustainable!” To quote Inigo Montoya: “You keep using that word. I do not think it means what you

In football, it’s always better, at the snap of the ball to disguise your intentions. Are you going

Stability and Extremes

2025/1/6

Over the holiday season, we got to spend some time with our very charming granddaughter and, as a bo