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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

In 1787, on the last day of the Constitutional Convention, a lady asked Benjamin Franklin what form

I am shockingly, comically bad at golf.  However, that doesn’t stop me from occasionally watching mo

Slow-Motion Slowdown

2023/5/15

Across the economy, the outlook is for slower growth.  Slower growth in demand, in employment, in pr

On Ireland’s Atlantic seaboard, ten miles west of the town of Lisdoonvarna, stand the majestic Cliff

When Money Stops Talking

2023/4/24

The quantity of money was a big issue in the background of my childhood. There were no money machine

It seems like a distant memory now, but in the decade before the pandemic, the main preoccupation of

Eliud Kipchoge, the only man to ever run a marathon in under two hours, is in town for next week’s B

In three weeks, I will once again have the honor of running the Boston Marathon as a member of the g

A good set of brakes is a very comforting thing.  A gentle tap of the foot should produce a quiet an

One obstacle to assessing the direction of the American economy is the difficulty in getting a handl

Over the years, my standard approach to analyzing corporate profits has been to think of them as the

It was 60 degrees in Acton yesterday, as our normally frigid Massachusetts winter continued to be a

The Lurking Slowdown

2023/2/6

There is a slowdown lurking.  It is currently hiding so well, in the long grass of statistical anoma

In investing, as in life, it is important to learn from the past, appreciate the present and plan fo

Debt-Ceiling Danger

2023/1/17

Last Friday afternoon, amidst the lengthening shadows of a winter sun, the Treasury Secretary delive

The word “resolution” has multiple meanings. The most obvious at this time of the year, is a decisio

The Challenged Consumer

2022/12/19

My first job out of graduate school, in the early 1990s, was as the consumer economist for the econo

At his press conference on November 2nd, Fed Chairman, Jay Powell opined that the window for a soft

At 8:30AM, on the first Friday of every month, the Labor Department releases the monthly jobs report

For many people, I suspect, 2022 will be a year to forget.  However, for millions of home-builders,