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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

Hot and Cold Wars

2019/12/30

My wife, Sari, and I have a long-standing disagreement about how warm our home should be.I contend t

There’s an old saying that the reason some people bash their heads against the wall is because it fe

Holding pattern

2019/12/10

For investors, the market environment seems to be in a holding pattern, with little movement in econ

The week ahead will be a busy one for economic data, with global PMI numbers on both manufacturing a

This week, most Americans will be hopefully be focused on family and food rather than the economy an

America’s finances have been deteriorating for almost two decades. In October 2000, the Treasury Dep

The Inflation Corridor

2019/11/11

My weight never changes. For pretty much all my adult life, I have looked down at the same small ran

Last week, the U.S. economy saw a sudden and definitive transition and settled into a path of slower

Jigsaw

2019/10/29

The next few days will see a blizzard of news impacting financial markets. For investors, the most l

The Problem with Profits

2019/10/21

The Tax Act of 2017 was a bit like a pair of speedy running shoes for U.S. corporate earnings. It al

Winning Ugly

2019/10/14

Entering the fourth quarter of the year, nothing seems easy for investors either and there are a num

Close Calls

2019/10/7

The financial environment facing U.S. investors in the year ahead will involve some very close calls

My eyesight isn’t what it used to be.It’s not quite as bad as my wife thinks it is, but if I’m watch

On Wednesday, the Federal Reserve will conclude its September policy meeting. Futures' markets have

In my admittedly conservative opinion, modern rackets have diminished the game of tennis as a specta

In America today, there is an obsession with how to stimulate demand, with fiscal policy, monetary p

In days of yore, the sight of seagulls wheeling over an inland forest or fields was taken as a sure

I have always been a middle-distance runner. I think this serves me well today as, while many strate

The economic recovery that began in 2009 has proven its endurance many times and is now the longest

The week ahead, like last week, will be crammed with important market-moving events and data points.