A Season of Moderation in the Year of Boom and Doom
12 Oct 2026
14m
Dr. David Kelly ยท Investment
Notes on the Week Ahead
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.
Episodes
The PCE-CPI Gap and the Outlook for Further Fed Tightening
21 Sep 2026
12m
The Fed Paints itself into a Rate-Hiking Corner
14 Sep 2026
10m
The New, New Normal
08 Sep 2026
12m
Labor Market Mysteries
31 Aug 2026
10m
The Road to $40 Trillion
25 Aug 2026
14m
What Lies Beneath: An Updated Outlook on the Economy and Investing
10 Aug 2026
13m
The People versus Inflation
27 Jul 2026
15m
A Top Down View of the Earnings Surge
20 Jul 2026
15m
The Fed Communications Debate: Bernanke Versus Warsh
13 Jul 2026
15m
Consumer Sentiment and the Stock Market
06 Jul 2026
12m
The Healing of Housing
29 Jun 2026
12m
The MOU and Warsh: A Changing Macro Landscape
22 Jun 2026
10m
The Inflation Outlook and Fed Policy under New Leadership
15 Jun 2026
13m
Investing in a Divergent Economy
01 Jun 2026
13m
Five Scenarios for the Federal Debt
25 May 2026
17m
Quarter Days and the Economic Outlook
04 May 2026
14m
AI, Inflation and Interest Rates
20 Apr 2026
12m
The Latest News and the Economic Outlook
13 Apr 2026
12m
The Receding Tariff Tide
30 Mar 2026
10m
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