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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

When testifying to the Senate Banking Committee back in 1987, the newly-appointed Fed Chairman, Alan

Initial Conditions

2024/12/9

Many years ago, I worked for the Office of Revenue and Tax Analysis at the State of Michigan and, fr

Irish Lessons

2024/12/2

This week will be full of market-moving economic data. We expect purchasing manager surveys and ligh

I’ve been running my own econometric model of the U.S. economy for almost 30 years now. The basic st

The most urgent task facing investors in the wake of the 2024 elections is figuring out how much of

The last few weeks have seen spectacular weather in New England, with warm temperatures and blue ski

Growing up in Dublin, I had a well-earned reputation as a child of very healthy appetite. At birthda

Four Banks and the Dollar

2024/10/8

On Tuesday, the Commerce Department will publish international trade data for August. The numbers wi

I have a habit, or so my wife tells me, of staring intently, for minutes at a time, into an open ref

On Thursday, the Bureau of Economic Analysis, commonly known as the BEA, will release revised data o

Cutting short-term interest rates from a peak is a little like hauling a piano down a flight of stai

The Jobs Mosaic

2024/9/9

On Wednesday of next week, the Federal Reserve will almost certainly embark on its long-anticipated

The U.S. working age population is growing relatively slowly. The Bureau of Labor Statistics estimat

Every August, for more than 40 years now, the Federal Reserve has held a retreat in Jackson Hole, Wy

The last two weeks have provided a vivid reminder of how sensitive markets can be to small changes i

The Slowdown Scenario

2024/8/5

We live at a time when extreme voices get the most attention and so it is tempting, following a stri

My wife, Sari, and I love old movies and one of our favorites is the Long, Long Trailer, staring Luc

Despite a slightly higher-than-expected payroll job gain, the June employment report was on the soft

Expansion on Broadway

2024/6/24

The play, entitled “Steadily She Slows”, has, from a dramatic perspective, turned out to be a dud. I

Risks and Exposure

2024/6/17

As a young lad growing up in South Dublin, I received certain geography lessons on where I could, or