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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

Last Thursday, ahead of the inauguration, President-elect Biden outlined proposals which, if impleme

At the start of a new week and a new year, investors have plenty to think about.  Despite the rollou

In Newgrange, just north of the River Boyne in County Meath, Ireland, there exists a giant burial to

What the Fed Can’t Fix

2020/12/14

No parent can ever forget the day their child was born.  From that moment on, you’re completely resp

A week ago, President-elect Biden hurt his foot while playing with Major, one of his rather rambunct

Following knee-jerk flight-to-safety bounce as the pandemic struck, the U.S. dollar has fallen in re

Currently, a 7-day moving average of the number of confirmed cases of Covid-19 exceeds 170,000 while

Of all the challenges facing investors in this blighted year, maintaining a long-term perspective ma

Mapping out the road ahead

2020/11/10

There was a time, long before GPS or the need to select the accent of the artificial being that woul

Recovery Realities

2020/10/26

A few years ago, just when I’d started training for a big race, I strained my Achilles tendon.  Bein

It always requires discipline to look beyond the next few weeks and months and take a long-term view

The Fed’s Timetable

2020/10/12

Turbulence defines today’s investment environment, with great waves of uncertainty surging from the

For most Americans, November 3rd can’t come soon enough. U.S. presidential election campaigns are al

The Problem with MMT

2020/9/21

For most of the last 40 years, the United States, like most developed economies, has suffered from a

The Pandemic Marathon

2020/9/8

This week, I, like about 20,000 others, will attempt to complete the virtual Boston Marathon.  I had

English, as spoken in Ireland, is full of colloquialisms, phrases which are plain and clear to the l

Washington Hawks flourished in the late 1970s and 1980s, when deficits and inflation were seen as si

The title of these weekly articles often starts with, “The Investment Implications of…..” This is us

Apparently, the hard-working analysts at the Congressional Budget Office threw in the towel on Frida

New GDP data released last week confirmed that the 2020 recession has been the deepest in over 70 ye