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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

Speeding More Slowly

2021/7/12

My wife, Sari, was born with a lead foot.  By all rights, she should have accumulated a bountiful ha

After the Storm

2021/7/6

When my wife, Sari, was 9 years old, a tornado touched down in Grand Rapids, Michigan and destroyed

After a long period of absence, I’ve visited New York multiple times in the last month. Each time, t

Some months ago, as the snow melted off the lawn, a rabbit appeared at the end of our back yard. Our

The Fed’s Forecasts

2021/6/7

Next week, the Federal Reserve holds its fourth FOMC meeting of the year.  After the meeting, they w

The Evolving Expansion

2021/6/1

I recently read a book, entitled The Code Breaker by Walter Isaacson, about a revolution in gene edi

In 1895, at the age of 60 and in some financial difficulties, Mark Twain embarked on a speaking tour

Midterm Report Card

2021/5/17

The all-boys Catholic school where I spent my formative years was a traditional establishment.  The

Last Friday’s April Jobs report was clearly much weaker than expected. On average, analysts expected

The Washington Menu

2021/4/26

On May 22nd, my wife and I plan to eat dinner at a restaurant. In normal times, such a news item wou

Memories of the great inflation of the 1970s have faded in the public’s consciousness.  Half of toda

On Friday, I had the privilege of speaking at the annual strategic investment symposium run by the C

Double-Dose

2021/4/5

The economy is experiencing the first effects of a powerful double-dose vaccine of broad inoculation

The Calm before the Surge

2021/3/29

It has been, by any reasonable measure, an eventful first quarter. At the start of the year, the pan

Runway for the Rotation

2021/3/23

In recent months, falling political uncertainty, two powerful rounds of fiscal stimulus and the roll

The pandemic has had an unfortunate impact on my piano practice.  In truth, I have never been a prom

Boil then Simmer

2021/3/8

As a hungry child, growing up in a large family, some forays into cooking were essential.  My early

The week ahead will be a busy one for market-moving events and economic data.  However, beyond the n

Long-term interest rates have risen sharply in 2021 so far, with the yield on the 10-year Treasury b

Investing With a Lead

2021/2/16

In a year when everything has been different, it was comforting to watch an almost normal Super Bowl