Notes on the Week Ahead

The Wait and See Economy

The Trouble with Tariffs

The Implications of Slowing Population Growth

The Growth Drag from Policy Uncertainty

Europe: The Slow and Steady Train

The Investment Implications of the Trade War

White House Actions, Fed Reactions and Investing

This News/Current Affairs podcast, "Notes on the Week Ahead," provides a market and economic overview for the week of January 27th, 2025. Dr. David Kelly, Chief Strategist at J.P. Morgan Asset Management, analyzes the U.S. economy's current health (strong GDP growth, stable labor market, easing inflation), then discus...

The Big Picture on Debt, Deficits and Interest Rates

Interest Rates, Inflation and the Uncertainty Tax

This is a news/current affairs podcast focusing on macroeconomic analysis and its impact on financial markets. Dr. David Kelly, Chief Strategist at J.P. Morgan Asset Management, discusses the recent sharp rise in long-term interest rates, attributing it primarily to uncertainty surrounding the incoming administration'...

Stability and Extremes

Reading Between the Lines (On the Direction of Monetary Policy)

Initial Conditions

Irish Lessons

Policy Changes and the Macro Outlook

The Investment Implications of the Republican Sweep

Finding Balance in a Broadening Expansion

The Deficit, the Election and Interest Rates

Four Banks and the Dollar

The Investment Implications of the Wealth Surge

The Investment Implications of a $769,900,000,000 Mistake

This podcast episode emphasizes the critical importance of the upcoming release of revised national income and product account data by the Bureau of Economic Analysis, particularly in light of the significant statistical discrepancies that could reshape our understanding of the economy's trajectory during an influentia...