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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

A tumble without a theme

2018/10/15

It’s early Monday morning and I have writer’s block. This is a little frustrating because I should h

The case of rising rates

2018/10/8

The great detective stands in front of the drawing-room fire, twirling the ends of his moustache as

I have flown enough over the years to have experienced most normal things that happen on planes. Fro

The asset arcade

2018/9/24

It is some years now since I have been a regular patron of our local arcade, but I have always been

The problem with populism

2018/9/10

A few years ago, I read a tragic story in a local newspaper about a young man who was walking along

I was in a meeting recently discussing asset allocation when a much-esteemed British colleague sugge

Like most people, I have my minor obsessions, and one of them is a never-ending quest to run faster.

I get to fly far more than I would like for my job and air travel today in the United States is no p

Getting the test back

2018/8/13

When I was in school, one of the most agonizing periods was the time between taking an exam and gett

I am, I suppose, somewhere in the middle of the pack when it comes desk organization. Somewhere, tha

The Fed's focus

2018/7/30

My father was, for want of a better description, an Irish Victorian Dad. As such, although he cared

The key to a successful career in economics, as in weather-forecasting, is never to be too precise.

The danger in the deficit

2018/7/16

"Ahem….I'll just leave the bill here, then. No rush at all – please take your time." The obsequious

We live in an age obsessed with healthy food choices and I am at an age when I should be making them

The week ahead should provide plenty of evidence of a continued heating up of the U.S. economy. The

Halftime checklist

2018/6/25

With most of the planet glued to the World Cup, I’ve been trying in the last few days to revive an i

Every year, my wife and I buy increasing amounts of stuff from their shelves but they never seem to

The hare and the pack

2018/6/11

Marathon running is not, generally, much of a spectator sport. Not a lot happens for over two hours

Vodka and Espresso

2018/6/4

A number of years ago, I worked for a Swedish asset management firm and this occasionally required m

Roadblocks

2018/5/28

It's 4:30 p.m. and my plane has just landed at Logan. In 15 minutes, I'll be in my car but it could