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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

Framing the Fed

2019/3/25

In the golden age of Hollywood, before the era of special effects, the success of a movie depended t

Delaying deadlines

2019/3/18

All my life, I have been running against clock and calendar. I pretend to hate the frenzy and wish f

Friday's Jobs report was essentially "wheels down for landing" on this long economic expansion, as t

Should an overweight man, with elevated cholesterol, eat a 32-ounch steak? Probably not, you might s

The extra sixpence

2019/2/25

One of Charles Dickens’s most lovable characters, Mr. Micawber, offered a young David Copperfield sa

In the last scene of Sydney Pollack's beautiful movie "Out of Africa," two lions gather on the hero'

Decaffeinated economy

2019/2/11

It is possible, I am told, for a person to function perfectly adequately for an entire day without c

Microwaves and markets

2019/2/5

Last weekend, I installed a new microwave in our kitchen. Based on the directions, it was going to b

Labeling the boxes

2019/1/28

In his Notes on the Week Ahead, Dr. David Kelly examines the economic implications of the government

Wounded Warriors

2019/1/23

There is a famous old John Wayne movie, set in Ireland, called The Quiet Man. It is, to be honest, n

The week ahead will be dominated by fourth-quarter earnings reports and increasing concerns about th

Last summer, as part of my long-standing goal to get more cultured, I read the novel War and Peace b

Every stock market correction is different, but the equity market swoon of the fourth quarter of 201

Happy Holidays!

2018/12/24

We wanted to wish you a happy holiday season from all of us here on the global Market Insights strat

Rudyard Kipling’s first qualification for manhood could equally be applied to the nerve required of

Like the fishermen of old, many investors today are looking at relatively crude indicators such as r

Reduced risks

2018/12/3

The week ahead will be dominated by a reassessment of risks which, for the most part, appear to be d

Chinese-American chicken

2018/11/26

"Hey, Toreador!" Buzz yells. "She signals. We head for the edge … and the first man who jumps is a c

This week, families and friends all over America will be sitting down together to celebrate Thanksgi

The October unemployment rate, at 3.7%, is at its lowest level since December 1969. Continued unempl