Notes on the Week Ahead
By Dr. David Kelly
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Episodes: 300
Description
Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management to help prepare you for the week ahead.
| Episode | Date |
|---|---|
|
Policy and the Investment Landscape: An Update
|
May 19, 2025 |
|
A Softer Sort of Slowdown
|
May 05, 2025 |
|
Tracking the Economic Slowdown
|
Apr 28, 2025 |
|
Recession Risks, Resilience and American Exceptionalism
|
Apr 21, 2025 |
|
Tariff Turmoil and Investment Strategy
|
Apr 07, 2025 |
|
Fiscal Fudge
|
Mar 24, 2025 |
|
The Wait and See Economy
|
Mar 17, 2025 |
|
The Trouble with Tariffs
|
Mar 03, 2025 |
|
The Implications of Slowing Population Growth
|
Feb 24, 2025 |
|
The Growth Drag from Policy Uncertainty
|
Feb 18, 2025 |
|
Europe: The Slow and Steady Train
|
Feb 10, 2025 |
|
The Investment Implications of the Trade War
|
Feb 03, 2025 |
|
White House Actions, Fed Reactions and Investing
|
Jan 27, 2025 |
|
The Big Picture on Debt, Deficits and Interest Rates
|
Jan 21, 2025 |
|
Interest Rates, Inflation and the Uncertainty Tax
|
Jan 13, 2025 |
|
Stability and Extremes
|
Jan 06, 2025 |
|
Reading Between the Lines (On the Direction of Monetary Policy)
|
Dec 16, 2024 |
|
Initial Conditions
|
Dec 09, 2024 |
|
Irish Lessons
|
Dec 02, 2024 |
|
Policy Changes and the Macro Outlook
|
Nov 18, 2024 |
|
The Investment Implications of the Republican Sweep
|
Nov 11, 2024 |
|
Finding Balance in a Broadening Expansion
|
Oct 28, 2024 |
|
The Deficit, the Election and Interest Rates
|
Oct 14, 2024 |
|
Four Banks and the Dollar
|
Oct 08, 2024 |
|
The Investment Implications of the Wealth Surge
|
Sep 30, 2024 |
|
The Investment Implications of a $769,900,000,000 Mistake
|
Sep 23, 2024 |
|
Previewing the Fed: Easy Does It
|
Sep 16, 2024 |
|
The Jobs Mosaic
|
Sep 09, 2024 |
|
Demographics, Debt, the Dollar and Apocalyptic Assets
|
Sep 03, 2024 |
|
Jackson Hole and the Speed of Fed Easing
|
Aug 19, 2024 |
|
The Outlook for Housing in a Macro Game of Inches
|
Aug 12, 2024 |
|
The Slowdown Scenario
|
Aug 05, 2024 |
|
Concentration Risk as the Fed gets Ready to Cut
|
Jul 29, 2024 |
|
Is 4.1% Unemployment a Recession Warning?
|
Jul 08, 2024 |
|
Expansion on Broadway
|
Jun 24, 2024 |
|
Risks and Exposure
|
Jun 17, 2024 |
|
The Wide and Foggy Road
|
Jun 10, 2024 |
|
The Normalization of an Abnormal Job Market
|
Jun 03, 2024 |
|
The Causes and Consequences of Gloom and Doom
|
May 28, 2024 |
|
The Investment Implications of the Federal Debt: An Update
|
May 13, 2024 |
|
Commercial Real Estate: Macro Risk or Investment Opportunity?
|
May 06, 2024 |
|
The Right Track
|
Apr 29, 2024 |
|
The Causes and Consequences of More Volatile Bonds
|
Apr 22, 2024 |
|
The Dollar Dynasty
|
Apr 15, 2024 |
|
The Right Time to Cut Rates
|
Apr 08, 2024 |
|
Wage War
|
Mar 25, 2024 |
|
Dot-Plot Danger and QT Limits
|
Mar 18, 2024 |
|
From Business Cycle to Stretched-Out Expansion
|
Mar 11, 2024 |
|
Japanese Lessons
|
Mar 04, 2024 |
|
The Investment Implications of the Migration Surge
|
Feb 26, 2024 |
|
The Pressures of a Full Employment Economy
|
Feb 20, 2024 |
|
Will Job Market Strength Delay the Inflation Slide?
|
Feb 05, 2024 |
|
Too Much Growth for Early Easing
|
Jan 29, 2024 |
|
A Thaw in Sentiment
|
Jan 22, 2024 |
|
Will Rising Federal Debt Force Rates Higher?
|
Jan 16, 2024 |
|
The Inflation Slide Looks Set to Continue
|
Jan 10, 2024 |
|
Balance Sheets and Resolutions
|
Jan 02, 2024 |
|
The Investment Climate
|
Dec 12, 2023 |
|
Winter Driving: Can the Economy Keep Growing into 2025?
|
Dec 05, 2023 |
|
The Remarkable Resilience of Corporate Margins
|
Nov 27, 2023 |
|
Falling Tensions in a Cooling Economy
|
Nov 13, 2023 |
|
Tracking the Inflation Slide
|
Nov 06, 2023 |
|
Slowdown Delayed; Cooldown Ahead of Schedule
|
Oct 30, 2023 |
|
The Addicted Consumer
|
Oct 23, 2023 |
|
Investing in World of Increasing Complexity
|
Oct 10, 2023 |
|
The Investment Implications of a Rising Federal Deficit
|
Sep 25, 2023 |
|
The View from the Top of Tightening Mountain
|
Sep 18, 2023 |
|
Worrying about Oil
|
Sep 11, 2023 |
|
Unemployment and Wage Inflation
|
Sep 05, 2023 |
|
Letter from Wyoming
|
Aug 21, 2023 |
|
Real Rates in the Long Run
|
Aug 14, 2023 |
|
Bull Market Investing
|
Aug 09, 2023 |
|
The Soft Landing Scenario
|
Jul 31, 2023 |
|
The Inflation Perfectionists
|
Jul 24, 2023 |
|
The Sin of Wages: A Last, Bad Excuse for Monetary Tightening
|
Jul 10, 2023 |
|
The Investment Implications of Consumer Gloom
|
Jul 05, 2023 |
|
Waiting for a Negative
|
Jun 27, 2023 |
|
The Recession Questions: Yes, No, When and How Bad?
|
Jun 20, 2023 |
|
Cooler Inflation and Slower Growth should Convert a Fed Skip into a Fed Pause
|
Jun 12, 2023 |
|
The Steady Normalization of the U.S. Labor Market
|
May 30, 2023 |
|
Sizing up the angles on Fed policy
|
May 22, 2023 |
|
Slow-Motion Slowdown
|
May 15, 2023 |
|
Debt-Ceiling Cliff Dancing
|
May 01, 2023 |
|
When Money Stops Talking
|
Apr 24, 2023 |
|
The Road Back to 2% Inflation
|
Apr 17, 2023 |
|
The Real Threat to Dollar Dominance
|
Apr 10, 2023 |
|
The Recessionary Price of a Faster Decline in Inflation
|
Mar 28, 2023 |
|
The Economic Impact of Banking Turmoil
|
Mar 20, 2023 |
|
The Investment Implications of a Demographic Bounce
|
Mar 06, 2023 |
|
Investing Beyond The Profit Squeeze
|
Feb 27, 2023 |
|
A Seasonal Surge (and its Implications for Jobs, Growth, Inflation and Rates)
|
Feb 22, 2023 |
|
The Lurking Slowdown
|
Feb 06, 2023 |
|
A Turning Point for the Economy
|
Jan 23, 2023 |
|
Debt-Ceiling Danger
|
Jan 17, 2023 |
|
Resolution and Confidence
|
Jan 03, 2023 |
|
The Challenged Consumer
|
Dec 19, 2022 |
|
The Investment Implications of the Oil Slide
|
Dec 12, 2022 |
|
Redhotnot – The Investment Implications of the Job Market Mosaic
|
Dec 05, 2022 |
|
The Investment Implications of the Housing Slump
|
Nov 22, 2022 |
|
Recession Risks: Standing on the Edge of a Swamp
|
Nov 15, 2022 |
|
The Market-Moving Menu of Data and Events
|
Oct 31, 2022 |
|
Lifting the Fog of Uncertainty on Growth, Inflation, Politics and Rates
|
Oct 24, 2022 |
|
The Monetary Implications of Fiscal Drag
|
Oct 17, 2022 |
|
The Slope of the Inflation Slide
|
Oct 10, 2022 |
|
The Recession that Didn’t Bark
|
Oct 03, 2022 |
|
The Scales of Fundamentals and Price
|
Sep 26, 2022 |
|
Why the Fed should worry less about sticky inflation (but probably won’t)
|
Sep 20, 2022 |
|
Job Openings, Recession Risks and Prospects for a Fed Reversal
|
Sep 06, 2022 |
|
The Investment Implications of Jackson Hole
|
Aug 31, 2022 |
|
A Line in the Sand on Inflation
|
Aug 22, 2022 |
|
The Global Inflation War
|
Aug 16, 2022 |
|
The Inflation Cold Front
|
Aug 08, 2022 |
|
Twists and Turns on the Road to a Better Investment Environment
|
Aug 02, 2022 |
|
From Allegro to Adagio: Growth, Inflation and the Fed
|
Jul 26, 2022 |
|
The Lag in the Drag
|
Jul 11, 2022 |
|
The Quiet Machinery of Repair
|
Jul 05, 2022 |
|
The Rollover Race between Growth and Inflation
|
Jun 28, 2022 |
|
Recession Risks and Investment Implications
|
Jun 22, 2022 |
|
The Keeping Cool Heads amidst Hot Inflation
|
Jun 15, 2022 |
|
The Investment Implications of Food and Energy Inflation
|
Jun 06, 2022 |
|
Growth? Inflation? Recession? Principles!
|
Jun 01, 2022 |
|
The Investment Implications of a Falling Budget Deficit
|
May 16, 2022 |
|
Slowing Growth and the Potential for an Extended Soft Landing
|
May 10, 2022 |
|
The Dollar in a World of Worries
|
May 02, 2022 |
|
Killing it Softly: How the Fed should Fight Inflation
|
Apr 25, 2022 |
|
The Economy and Markets after a First-Quarter Roller Coaster
|
Apr 12, 2022 |
|
Where have all the workers gone?
|
Apr 05, 2022 |
|
Small Paddle, Big Rapids: What the Economy Could Do to the Fed
|
Mar 23, 2022 |
|
Getting Going on Monetary Tightening
|
Mar 14, 2022 |
|
Ukraine and the U.S. Economy
|
Mar 07, 2022 |
|
The Financial Backdrop as Ukraine Waits and Worries
|
Feb 22, 2022 |
|
Ukraine: The Investment Implications of a Loser’s Game
|
Feb 14, 2022 |
|
Interest Rates: How High and How Fast?
|
Feb 07, 2022 |
|
Feddle
|
Jan 31, 2022 |
|
Housing and the Fed
|
Jan 24, 2022 |
|
The Recession Scenario
|
Jan 18, 2022 |
|
Shifting Fundamentals Still Point to Higher Rates
|
Jan 10, 2022 |
|
Pumping the Brakes on the U.S. Economy
|
Jan 03, 2022 |
|
The Fed turns more hawkish…for now
|
Dec 13, 2021 |
|
The Great Worker Shortage
|
Dec 06, 2021 |
|
The Investment Implications of Omicron
|
Nov 29, 2021 |
|
More Clarity and Less Stimulus from Washington
|
Nov 22, 2021 |
|
Why Inflation still looks mostly Transitory
|
Nov 15, 2021 |
|
Getting Back on the Recovery Track
|
Nov 08, 2021 |
|
The Pandemic and Financial Waves
|
Nov 01, 2021 |
|
The Stagflation Scare
|
Oct 18, 2021 |
|
Facing Reality on Growth and Inflation
|
Oct 11, 2021 |
|
The American Consumer: Still Ready to Drive the Recovery
|
Sep 27, 2021 |
|
Haircuts and Roulette Wheels: Are we “Due” for a Correction?
|
Sep 20, 2021 |
|
Washington games and their consequences for risks, taxes, stimulus and investing
|
Sep 13, 2021 |
|
Speedbumps on the Road to Recovery
|
Sep 07, 2021 |
|
Monetary and Fiscal Timetables
|
Aug 30, 2021 |
|
The Profits Wave
|
Aug 23, 2021 |
|
The Investment Implications of a Mutating Economy
|
Aug 09, 2021 |
|
New Palette Same Picture
|
Aug 02, 2021 |
|
The Variants and the Vaccines
|
Jul 19, 2021 |
|
Speeding More Slowly
|
Jul 12, 2021 |
|
After the Storm
|
Jul 06, 2021 |
|
The Season of Supercharged Demand
|
Jun 28, 2021 |
|
Why the Bond Market is Ignoring Inflation
|
Jun 14, 2021 |
|
The Fed’s Forecasts
|
Jun 07, 2021 |
|
The Evolving Expansion
|
Jun 01, 2021 |
|
U.S. Housing - Booming not Bubbling
|
May 25, 2021 |
|
Midterm Report Card
|
May 17, 2021 |
|
The Jobs Mosaic and the Outlook for Interest Rates
|
May 10, 2021 |
|
The Washington Menu
|
Apr 26, 2021 |
|
Commodities and the Risk of Inflation
|
Apr 19, 2021 |
|
Inflation, Taxes and the Need for Mindful Investing
|
Apr 12, 2021 |
|
Double-Dose
|
Apr 05, 2021 |
|
The Calm before the Surge
|
Mar 29, 2021 |
|
Runway for the Rotation
|
Mar 23, 2021 |
|
Time for a Fed Change of Tune
|
Mar 15, 2021 |
|
Boil then Simmer
|
Mar 08, 2021 |
|
Interest Rates and Equities in a Strengthening Economy
|
Mar 01, 2021 |
|
Interest Rates in an Early Spring
|
Feb 22, 2021 |
|
Investing With a Lead
|
Feb 16, 2021 |
|
A New Year for China
|
Feb 08, 2021 |
|
The Race to Full Employment
|
Feb 01, 2021 |
|
The Pandemic Crisis and the Policy Reaction
|
Jan 26, 2021 |
|
The Investment Implications of Biden Rescue Plan
|
Jan 19, 2021 |
|
The Price of Partisanship
|
Jan 04, 2021 |
|
The Investment Implications of the Stimulus Deal
|
Dec 21, 2020 |
|
What the Fed Can’t Fix
|
Dec 14, 2020 |
|
The Need for Support more than Stimulus
|
Dec 07, 2020 |
|
The Investment Implications of a Falling Dollar
|
Dec 01, 2020 |
|
The Winter Wave and the 2021 Rebound
|
Nov 23, 2020 |
|
A Long-Term Perspective on Investing
|
Nov 16, 2020 |
|
Mapping out the road ahead
|
Nov 10, 2020 |
|
Recovery Realities
|
Oct 26, 2020 |
|
Reversing the Population Pause
|
Oct 19, 2020 |
|
The Fed’s Timetable
|
Oct 12, 2020 |
|
The Investment Implications of a Contested Election
|
Sep 28, 2020 |
|
The Problem with MMT
|
Sep 21, 2020 |
|
The Pandemic Marathon
|
Sep 08, 2020 |
|
An Exuberant Rally in an Incomplete Recovery
|
Aug 31, 2020 |
|
Average-Inflation Targeting in a Washington without Hawks
|
Aug 24, 2020 |
|
The Human Implications of the Washington Stalemate
|
Aug 17, 2020 |
|
The Investment Implications of the Coronavirus Debt Surge
|
Aug 10, 2020 |
|
The View from the Base of Recovery Mountain
|
Aug 03, 2020 |
|
An Antidote to Risk
|
Jul 28, 2020 |
|
The Backroads of Economic Recovery
|
Jul 06, 2020 |
|
The Investment Implications of a Rolling-Wave Pandemic
|
Jun 29, 2020 |
|
Risks to the Market
|
Jun 15, 2020 |
|
The Patchwork Quilt
|
Jun 01, 2020 |
|
Patterns of Recession
|
May 26, 2020 |
|
Lessons from East Asia
|
May 05, 2020 |
|
Inflation risks in the wake of the pandemic
|
Apr 28, 2020 |
|
The Road to Recovery
|
Apr 21, 2020 |
|
Why the stock market isn't more worried
|
Apr 14, 2020 |
|
The Investment implications of the CARES act
|
Mar 31, 2020 |
|
Holding an economy in suspended animation
|
Mar 24, 2020 |
|
The Investment Implications of COVID-19 ; an update
|
Mar 17, 2020 |
|
The year of the virus
|
Mar 03, 2020 |
|
When Markets drift apart
|
Feb 19, 2020 |
|
Adjusting strategy for slower growth
|
Feb 11, 2020 |
|
Virus
|
Feb 04, 2020 |
|
Getting to 21 without going bust
|
Jan 21, 2020 |
|
Stable Growth, Fading Risks and Rising Valuations
|
Jan 13, 2020 |
|
Understanding Underreaction
|
Jan 06, 2020 |
|
Hot and Cold Wars
|
Dec 30, 2019 |
|
A Turning Point in Trade Turmoil
|
Dec 16, 2019 |
|
Holding pattern
|
Dec 10, 2019 |
|
Extra Toothpaste in the Tube: The Remarkable Elasticity of U.S. Labor Supply
|
Dec 02, 2019 |
|
Giving Thanks and Planning Ahead
|
Nov 25, 2019 |
|
Fiscal Truth and Investment Consequences
|
Nov 18, 2019 |
|
The Inflation Corridor
|
Nov 11, 2019 |
|
A Sudden Change in Seasons: Investing in a Slower-Growing Economy
|
Nov 04, 2019 |
|
Jigsaw
|
Oct 29, 2019 |
|
The Problem with Profits
|
Oct 21, 2019 |
|
Winning Ugly
|
Oct 14, 2019 |
|
Close Calls
|
Oct 07, 2019 |
|
2020 Vision and Political Distortions
|
Oct 01, 2019 |
|
Why the Fed shouldn’t cut rates on Wednesday (but probably will)
|
Sep 16, 2019 |
|
Recession or Resilience: The Hiring Tiebreaker
|
Sep 09, 2019 |
|
Filling in the Demographic Pothole
|
Aug 26, 2019 |
|
The Message from the Yield Curve
|
Aug 19, 2019 |
|
Investing for the Middle Run
|
Aug 12, 2019 |
|
The Investment Challenge from Washington Policies
|
Aug 05, 2019 |
|
New Brush Strokes for the Big Picture
|
Jul 29, 2019 |
|
Summer Sequels
|
Jul 22, 2019 |
|
The Investment Implications of Excessive Stimulus
|
Jul 15, 2019 |
|
Chairman Powell’s Message
|
Jul 08, 2019 |
|
Can the Fed stop at just two rate cuts?
|
Jul 01, 2019 |
|
Schrodinger’s Market
|
Jun 24, 2019 |
|
The Fed Shows its Hand
|
Jun 17, 2019 |
|
Nice Levels – Shame about the Pace
|
Jun 10, 2019 |
|
Investing for a Middle-Case Scenario
|
Jun 03, 2019 |
|
The Slowdown is Coming -Take Two
|
May 28, 2019 |
|
Adjusting to Demographic Reality
|
May 21, 2019 |
|
Tariffs and the Lessons of History
|
May 13, 2019 |
|
The hierarchy of monetary mistakes
|
May 06, 2019 |
|
Investment implications of 'All systems go'
|
Apr 29, 2019 |
|
Slowdown is coming
|
Apr 22, 2019 |
|
Federal credit card day
|
Apr 15, 2019 |
|
Down the middle of a narrowing road
|
Apr 08, 2019 |
|
Water stops
|
Apr 01, 2019 |
|
Framing the Fed
|
Mar 25, 2019 |
|
Delaying deadlines
|
Mar 18, 2019 |
|
Wheels down for soft landing
|
Mar 11, 2019 |
|
Why deficits matter - The problem with one more steak
|
Mar 04, 2019 |
|
The extra sixpence
|
Feb 25, 2019 |
|
Political lions and corporate cattle
|
Feb 19, 2019 |
|
Decaffeinated economy
|
Feb 11, 2019 |
|
Microwaves and markets
|
Feb 05, 2019 |
|
Labeling the boxes
|
Jan 28, 2019 |
|
Wounded Warriors
|
Jan 23, 2019 |
|
Earnings and the fog of Wall
|
Jan 14, 2019 |
|
Momentum investing, momentum economics, Washington
|
Jan 07, 2019 |
|
Investment implications of stock market swoon
|
Dec 31, 2018 |
|
Happy Holidays!
|
Dec 24, 2018 |
|
One Sword and Three Dragons: What the Fed Should Do Next
|
Dec 17, 2018 |
|
A better way to forecast growth
|
Dec 11, 2018 |
|
Reduced risks
|
Dec 03, 2018 |
|
Chinese-American chicken
|
Nov 26, 2018 |
|
Giving thanks for low inflation
|
Nov 19, 2018 |
|
Pay, wait or forget about it
|
Nov 12, 2018 |
|
Cyclical implications of mid-term elections
|
Nov 05, 2018 |
|
Grass beneath the leaves - Fundamentals still supporting
|
Oct 30, 2018 |
|
Friday night lights out
|
Oct 22, 2018 |
|
A tumble without a theme
|
Oct 15, 2018 |
|
The case of rising rates
|
Oct 08, 2018 |
|
Balance at takeoff, landing
|
Oct 01, 2018 |
|
The asset arcade
|
Sep 24, 2018 |
|
The problem with populism
|
Sep 10, 2018 |
|
Fixing the roof and making hay
|
Sep 04, 2018 |
|
The investment implications of a return to 2% growth
|
Aug 27, 2018 |
|
The flight to Jackson Hole
|
Aug 21, 2018 |
|
Getting the test back
|
Aug 13, 2018 |
|
Organizing the international desk
|
Aug 06, 2018 |
|
The Fed's focus
|
Jul 30, 2018 |
|
Four to six inches of GDP growth
|
Jul 23, 2018 |
|
The danger in the deficit
|
Jul 16, 2018 |
|
Pizza Shop Pressures - Economic disortions at the edge
|
Jul 09, 2018 |
|
Heating Up, Cooling Down, Preparing for What Comes Next
|
Jul 03, 2018 |
|
Halftime checklist
|
Jun 25, 2018 |
|
My Trade Deficit with Costco
|
Jun 18, 2018 |
|
The hare and the pack
|
Jun 11, 2018 |
|
Vodka and Espresso
|
Jun 04, 2018 |
|
Roadblocks
|
May 28, 2018 |
|
American retailer habits
|
May 21, 2018 |