Home

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

Summer Sequels

2019/7/22

The formula in Hollywood today lacks imagination. It's all about remakes and sequels. Financial mark

In the financial landscape of 2019, the Federal Government and Federal Reserve are playing the parts

On Wednesday and Thursday of this week, Fed Chairman, Jay Powell, will deliver his semi-annual testi

My wife, Sari, is an excellent cook and sometimes, when I return from a long day, I'm met at the fro

Schrodinger’s Market

2019/6/24

I should state, at the outset, that I do not profess to have any deep understanding of quantum mecha

The Fed Shows its Hand

2019/6/17

On Wednesday, the Federal Open Market Committee (FOMC) of the Federal Reserve will hold its fourth m

Following Friday's May jobs report, and in reaction to slower growth, lower inflation and trouble in

Commercial interests dictate that the public must always be shocked or scared out of their complacen

Despite a better than expected outcome from earnings season, the economy once again appears set for

I ran in a local 5K race over the weekend. As the assorted participants milled around at the start,

One of the great lessons of history is to avoid slavishly applying the lessons of history. A particu

The U.S. economy of 2019 is, for the most part, a very healthy one and this is fully reflected in th

The week ahead will see a flood of data which will amount to an all-systems check on the investment

Slowdown is coming

2019/4/22

Just over eight years ago, HBO launched its very successful series, "Game of Thrones," set in the my

Federal credit card day

2019/4/15

For most of the United States, April 15 is the day when annual tax returns are due and every year, a

In a narrowing road, it is best to stick to the middle. And in the spring of 2019, the U.S. economy

Water stops

2019/4/1

After a downhill cascade in the fourth quarter, global risk assets have staged a steep assent in the

Framing the Fed

2019/3/25

In the golden age of Hollywood, before the era of special effects, the success of a movie depended t

Delaying deadlines

2019/3/18

All my life, I have been running against clock and calendar. I pretend to hate the frenzy and wish f

Friday's Jobs report was essentially "wheels down for landing" on this long economic expansion, as t