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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: 281

An Antidote to Risk

2020/7/28

Last week, I was preparing for a zoom call with some of our client advisors at JPMorgan Asset Manage

In life before the pandemic, (and it seems like years ago), Sari and I would often drive from our ho

In the week ahead, as has been the case for most of the year, markets will likely take their cues fr

Risks to the Market

2020/6/15

In recent weeks, as stocks have rebounded strongly from their March lows, many have asked if the mar

The Patchwork Quilt

2020/6/1

In the week ahead, America will be focused on the killing of George Floyd and its aftermath. These a

Patterns of Recession

2020/5/26

In the early days of her marriage, my mother tried to achieve the almost impossible goals establishe

Lessons from East Asia

2020/5/5

On Friday, the Bureau of Labor Statistics will release the Unemployment Rate for April, which will u

In the classic Roadrunner skit, the Coyote buries one ACME box of dynamite beneath a pile of birdsee

The Road to Recovery

2020/4/21

Every summer when I was growing up, we would spend a week or two on holiday in the West of Ireland. 

In this uniquely repetitive era for all of us, Saturday marked a first for my wife, Sari, and I. Arm

Last week, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a huge pa

The problem with COVID-19 is that it is both sufficiently contagious and sufficiently lethal to exac

The spread of COVID-19 continues to have a dramatic impact on lifestyles, economic activity, monetar

The year of the virus

2020/3/3

2020 has quickly become the year of the virus. It should, of course, first be recognized that, for s

When Markets drift apart

2020/2/19

Springing to life nearly a mile above sea level, the Zambezi River gathers strength, speed and tribu

Despite a strong January jobs report, real economic growth is continuing to decelerate in the first

Virus

2020/2/4

Last week, I decided to avoid shaking anyone’s hand. It’s not that I have a virus.  It’s just that m

Among the card games of my misspent youth was a game called Pontoon. The rules of Pontoon are very s

On economic news, the December Jobs report generally suggested stable growth. The payroll job gain,

25 years ago, I had the privilege of working with a very smart and well-respected strategist at a Wa