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.
Dr. David Kelly, Chief Strategist at J.P. Morgan Asset Management, discusses the upcoming Federal Open Market Committee (FOMC) meeting on September 15th, 2025. He analyzes market forecasts predicting interest rate cuts, contrasting them with the Fed's own economic projections and stated policy. Kelly anticipates mino...
In this J.P. Morgan Asset Management podcast, David Kelly reviews the investment landscape, noting strong portfolio performance tempered by high valuations and potential economic challenges. He discusses the impact of administration policies on tariffs and immigration, analyzes economic growth, jobs, and inflation, and...
In this J.P. Morgan Asset Management podcast, Chief Strategist David Kelly discusses the economic outlook for the week of August 11th, 2025, focusing on inflation and the Federal Reserve's expected response. Kelly anticipates a rise in inflation, influenced by tariffs but tempered by other factors, and expects it to re...
Dr. David Kelly, Chief Strategist at J.P. Morgan Asset Management, discusses the upcoming Federal Reserve (Fed) decisions and their implications for the economy and investments. He analyzes economic indicators such as unemployment rates, inflation, GDP growth, and international trade, predicting a likely Fed decision ...
Dr. David Kelly, Chief Strategist at J.P. Morgan Asset Management, delivers a market and economic outlook for the latter half of 2025 in this monologue podcast. He reviews the first half's positive market performance, particularly the strong returns from non-U.S. equities, and then analyzes the impact of U.S. economic...
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