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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

At his press conference on November 2nd, Fed Chairman, Jay Powell opined that the window for a soft

At 8:30AM, on the first Friday of every month, the Labor Department releases the monthly jobs report

For many people, I suspect, 2022 will be a year to forget.  However, for millions of home-builders,

Markets bounced higher last week in a justifiable show of enthusiasm as the latest CPI data confirme

Among the many challenges of parenthood is trying to get your kids to eat healthy food.  As the chil

At the peak of the railroad boom of the late 19th century, the Framingham and Lowell line was incorp

On many occasions in my adult life, I have made New Year’s resolutions to become fitter.  As the day

The Federal Reserve maintains strict rules prohibiting FOMC members from commenting on the economic

A famous Sherlock Holmes story concerns the abduction of a race horse and a guard dog that didn’t ba

In weighing the value of any security, the scales of financial markets are supposed to maintain a fi

When future historians reflect upon the current age, they might call it “the worry years”. As Americ

On Saturday, Sari and I made our annual pilgrimage to Kimballs for lobster roll.  Kimball Farm, whic

Whatever else anyone may say about Jay Powell’s much-awaited speech in Jackson Hole, it had two dist

The phrase “drawing a line in the sand” has an unhappy history.  In the U.S., it is said to have ori

The Global Inflation War

2022/8/16

Normally, the great challenge in talking about the global economy is finding a theme.  The economic

The Inflation Cold Front

2022/8/8

After weeks of steamy hot temperatures, a cold front is set to move through the Boston suburbs on Tu

The long history of financial markets, like most classic novels, is full of misunderstandings, misca

When engaged in the more mundane tasks of my job, I often have classical music playing in the backgr

The Lag in the Drag

2022/7/11

Last Friday’s strong jobs numbers came as a relief to many who feared that the U.S. economy was quic

One minor side effect of this terrible pandemic is that we have all become more educated on our own