Podcast
Notes on the Week Ahead
Hosted by Dr. David Kelly · EN
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.
28episodes
Episodes
Newest firstAll episodes
The Direction of the Fed
Jan 2600:09:59Summary readyAmidst a torrent of unsettling international and domestic events, the week ahead could be very consequential for the Federal Reserve. The FOMC will hold its first meeting of the year on Tuesday and Wednesday. While they will likely leave interest rates on hold, any dissents on that decision and their commentary on the economic outlook will provide clues to the direction of short-term interest rates in 2026 and beyond. In addition, this week the President is expected to announce his nominee for Fed Chair, the person who, presuming they are confirmed by the Senate, will lead the Fed over at least the next four years.
SummaryInternational Equities: Looking Beneath the Currency Icing
Jan 2000:10:58Summary readyAmericans don’t like fruit cake. This issue comes up every December when Sari, having stolen the job from me, sets about making the family Christmas cake. It is a divine confection - currants, sultanas, cherries, candied peel and almonds, liberally presoaked in whiskey and then folded in with flour, eggs, butter and spices and baked for hours at a low temperature. The scent in the kitchen is intoxicating but temporary as the cake, when cooled, is encased first in almond icing and then in royal icing. It weighs in at a hefty eight pounds and tastes magnificent when I can no longer restrain myself on Christmas Eve or Christmas Morning.
SummaryA Baseline Forecast for 2026
Jan 500:11:01Summary readyForecasting the economy right now feels a bit like trying to carve a path through thick jungle undergrowth on a foggy day. There are multiple layers of confusion and a forecast has to address these issues first before tracing out a possible path forward.
SummaryWhy Stocks are Outperforming the Economy
Dec 1500:11:00Summary readyThe Red River of the North starts at the confluence of the Bois de Sioux and Otter Tail rivers and forms most of the border between Minnesota and North Dakota. It then crosses into Manitoba and empties into Lake Winnipeg before its waters finally flow into the sea at Hudson Bay. Cities have grown up along its banks including Fargo, Grand Forks and Winnipeg and their residents are all too aware of one unfortunate feature of the river. Unlike most large U.S. rivers, it flows from south to north.
SummaryForecasting the Fed’s Forecasts
Dec 800:11:38Summary readyOn Wednesday, the Fed will hold its last FOMC meeting of the year. Their actions and communications could move interest rates across the yield curve and so are important for investors.
SummaryThe Outlook for Autos
Dec 100:10:21Tap to summarizeWhen I first arrived in America, America seemed to be all about cars. It was the early 1980s, and I had come over from Ireland to do a Ph.D. in economics at Michigan State University. The campus was strewn with the hand-me-down vehicles of the student body – great gas-guzzling behemoths rendered hopelessly uncompetitive by the soaring gas prices of the 1970s and fighting a losing battle against Japanese imports. Still, the domestic auto industry was crucial to the U.S. and particularly Michigan, and rising sales numbers, released every 10-days, were monitored as the hopeful early shoots of recovery from the brutal double-barreled recessions of 1980 and 1981-82.
Transcribe →The Investment Climate
Dec 12, 2023Tap to summarizeAs winter weather envelops the homes of New England, our thoughts naturally turn to warmer days and maybe a beach house on Cape Cod. Of course, if you intend to rent such a house for a week next summer, it’s pretty much a roll of the dice. You could get lovely weather or it could rain every day. However, if you plan to buy a beach house on Cape Cod, you really only need to understand the climate. The sunny summer days will far outnumber the wet ones.
Transcribe →Happy Holidays!
Dec 24, 2018Summary readyWe wanted to wish you a happy holiday season from all of us here on the global Market Insights strategy team. Please tune in again next week for a new Notes on the week ahead.
Summary