We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions

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

The Wide and Foggy Road

2024/6/10

Every three months, the 19 members of the Federal Reserve’s Federal Open Market Committee, of FOMC f

For centuries, economists have extolled the almost magical properties of competitive markets.  In th

One of the most common plotlines in all of literature is when a protagonist, overestimating the grav

The importance of any piece of economic information depends on your time horizon.  For traders, the

The most common scavenger bird in the western United States is the turkey vulture, more commonly cal

The Right Track

2024/4/29

I have never been blessed with any skill in golf.  However, I do have some imagination and so I can

Since the advent of modern financial markets, bonds have always had the reputation of being conserva

The Dollar Dynasty

2024/4/15

Growing up in New England, our sons had a privileged childhood as sports fans and particularly as fo

Next Monday, I once again get to lace up my shoes and join my friends from the Dana-Farber team in r

Wage War

2024/3/25

When I was nine, my father was elected to the Irish parliament and joined the new government.  Not l

This week, investors will be focused on the Fed’s second Federal Open Market Committee (FOMC) meetin

Financial reporters and market strategists often argue about whether we are “early-cycle”, “mid-cycl

Japanese Lessons

2024/3/4

On Friday, December 29th, 1989, the Nikkei 225 stock index hit an all-time high of 38,957.  It then

In last week’s article and podcast, I looked at the potential path for the U.S. economy over the nex

I spent most of last week fighting with a model.  Before anyone starts googling “Nerdy Economist in

I think of myself as a pretty punctual person.  I get impatient when others are late and I don’t giv

This Friday, the groundhog will emerge unwillingly from his lair, examine the available evidence, th

A Thaw in Sentiment

2024/1/22

Last Friday, as much of America was settling in for the coldest weekend of the year, the University

Every January, firms throughout the financial industry, including our own, hold annual training meet

Among the many comments on inflation in the minutes of the last FOMC meeting was the following, rath