Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Man
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
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
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
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
The play, entitled “Steadily She Slows”, has, from a dramatic perspective, turned out to be a dud. I
As a young lad growing up in South Dublin, I received certain geography lessons on where I could, or
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
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