Notes on the Week Ahead

Dr. David Kelly
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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.

  1. 4 天前

    Going Broke Slowly: The Investment Implications of Still-Rising Federal Debt

    One of the more challenging positions in football is that of place kicker for the visiting team. In theory, the job is simple – boot the ball through the middle of the uprights. However, there is a raucous crowd cheerfully doing its best to distract you. There are often swirling winds or other elements of nature ready to divert the football from its target the moment it leaves your foot.

    8 分鐘

  2. 10月6日

    The Investment Implications of the Government Shutdown

    As we enter the second week of the government shutdown, markets appear unconcerned. Last week, the S&P500 rose to an all-time record high, 10-year Treasury yields edged down and, while the dollar slipped slightly, measures of volatility across stocks, bonds and currencies all remained subdued.

    8 分鐘

  3. 9月22日

    Checking the Foundations of a Roaring Bull Market

    As I get older, my memory gets a little foggier. That being said, I believe it was at lunch at a restaurant near our office on Friday, March 6th, 2009, when I and the then three other members of the Market Insights Team, Andy, Marlene and Jerry, made a bet. That day, although we didn’t know it at the time, the stock market hit its financial crisis low and the bet concerned how long it would take for the market to recover its losses.

    12 分鐘

  4. 9月15日

    Truth or Consequences: The Fed’s Next Move

    When engaged in the dark arts of foretelling the Fed’s words and actions, I have always adopted what might be called the “prudent economist rule”. What would a prudent economist, serving as a Fed banker, do - assuming that they were armed with a reasonable economic forecast and with due consideration for the Fed’s inflation and unemployment goals and the need to maintain financial stability?

    8 分鐘

  5. 9月8日

    Rate Rescue Reality Check

    Stocks rallied in the immediate aftermath of Friday’s dismal jobs report, with the S&P500 jumping 0.5% to an all-time high of 6,532 when the market opened at 9:30AM. While this gain faded to a loss by the end of the day, the initial surge can only be rationalized in one way: investors bought stocks in the hope that weak economic data would force the Fed to cut rates more quickly.

    9 分鐘

  6. 9月2日

    Back from the Beach: Reviewing the Investment Landscape

    American summers, much more so than in the rest of the world, are defined by two bookends: Memorial Day and Labor Day. As a result, the first week in September is always a time to review and plan. This is particularly important for investors this year since, facing a barrage of unsettling political and economic news, on one side, and very solid investment returns, on the other, it’s tempting to ignore fundamentals altogether and leave investments on auto-pilot.

    13 分鐘

  7. 8月25日

    The Investment Implications of the Refund Surge

    On August 7th, with little fanfare, the IRS announced that, as part of its phased implementation of the OBBBA, it would not be adjusting W2 or 1099 forms for the current calendar year but would provide guidance and new forms, in due course, for calendar 2026. This seemingly innocuous statement confirms that we will see in an even larger crop of personal income tax refunds early in 2026 than was anticipated when the OBBBA was passed. These higher income tax refunds should work much like a new round of stimulus checks, adding to consumer demand and inflation pressures early next year.

    11 分鐘

  8. 8月18日

    Why Money Doesn’t Talk Any More

    One of the great challenges of modern life is avoiding distractions. In our daily lives, we are flooded by breaking news, music on planes, ads in taxis and little numbers, gazing up at us from phone apps, saying that somebody has something to say. In the investment world, we are bombarded by scrolling tickers, new products and jargon, impenetrable financial reports and the analysis of every twist and turn of government policy. The key, of course, is not to get distracted by things that are not important. One of those things is the money supply.

    10 分鐘
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簡介

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.

資訊

  • 創作者
    Dr. David Kelly
  • 活躍年代
    2010年 - 2025年
  • 集數
    317
  • 年齡分級
    兒少適宜
  • 版權
    © Copyright 2019 JPMorgan Chase & Co.
  • 節目網站
    Notes on the Week Ahead

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