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Notes on the Week Ahead

Updated 1 day ago

Rank #192 in Investing category

Business
Investing
News
Business News
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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.

Read more

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.

iTunes Ratings

102 Ratings
Average Ratings
72
14
6
4
6

JPM Morgan staff are so dumb

By Jimmy Howarth - Oct 20 2018
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JPMC back ground check staff could not understand the difference between a business and a company. They also could not be bothered to check my international schooling. JPMORGAN is a horrible bunch of people who discriminate against other nationalities in Plano Texas.

Leagues above their peers

By John.Madden - Jul 15 2018
Read more
Yep, lots of disclaimers at the end, but the Insights are worth it. I have found David Kelly and the JPM gang to consistently deliver the most insightful podcast and most helpful Guide to the Markets available. JPM’s work is thorough yet delivered in a digestible — and thus useful — way, helping to cut through the politics and emotions that seem to cloud so many other media today. My clients have benefited dearly.

iTunes Ratings

102 Ratings
Average Ratings
72
14
6
4
6

JPM Morgan staff are so dumb

By Jimmy Howarth - Oct 20 2018
Read more
JPMC back ground check staff could not understand the difference between a business and a company. They also could not be bothered to check my international schooling. JPMORGAN is a horrible bunch of people who discriminate against other nationalities in Plano Texas.

Leagues above their peers

By John.Madden - Jul 15 2018
Read more
Yep, lots of disclaimers at the end, but the Insights are worth it. I have found David Kelly and the JPM gang to consistently deliver the most insightful podcast and most helpful Guide to the Markets available. JPM’s work is thorough yet delivered in a digestible — and thus useful — way, helping to cut through the politics and emotions that seem to cloud so many other media today. My clients have benefited dearly.
Cover image of Notes on the Week Ahead

Notes on the Week Ahead

Latest release on Sep 08, 2020

All 107 episodes from oldest to newest

The Pandemic Marathon

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This week, I, like about 20,000 others, will attempt to complete the virtual Boston Marathon.  I had signed up again with the Dana Farber Marathon Challenge team to run it in April, after a rather ragged performance in 2019.  But then the race, like so much this year, first got postponed and then went virtual.  And so, next Saturday morning, I will nervously walk out my front door, turn left and jog off, on my own, into the dawn’s early light.

Sep 08 2020

9mins

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An Exuberant Rally in an Incomplete Recovery

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English, as spoken in Ireland, is full of colloquialisms, phrases which are plain and clear to the local population and entirely mysterious to visitors.  Of course, Irish people don’t realize this and, over the years, I’ve become used to the bemused smile of Americans who clearly hear what I say but, equally clearly, have no notion of what I mean.

Aug 31 2020

8mins

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Average-Inflation Targeting in a Washington without Hawks

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Washington Hawks flourished in the late 1970s and 1980s, when deficits and inflation were seen as significant threats to the nation. However, their numbers have dwindled in recent years due to persistent low inflation and the rise of populism. The current pandemic recession appears to have dealt a death blow to the species and its traditional habitat has now been taken over by swirling flocks of red and blue doves.

Aug 24 2020

7mins

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The Human Implications of the Washington Stalemate

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The title of these weekly articles often starts with, “The Investment Implications of…..”

This is usually appropriate since almost all big issues have investment implications and the focus of these articles has always been to see the investment environment with clarity.

Aug 17 2020

10mins

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The Investment Implications of the Coronavirus Debt Surge

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Apparently, the hard-working analysts at the Congressional Budget Office threw in the towel on Friday afternoon. They were scheduled to release their estimates of the budget deficit for July but, late in the day, the CBO website announced that the numbers would be coming out today instead.

Aug 10 2020

10mins

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The View from the Base of Recovery Mountain

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New GDP data released last week confirmed that the 2020 recession has been the deepest in over 70 years, with a peak-to-trough decline in real output of 10.6%. This, of course, was already evident in monthly data on consumption, employment, trade and inflation and has been reflected in a very sharp decline in corporate profits.

Aug 03 2020

9mins

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An Antidote to Risk

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Last week, I was preparing for a zoom call with some of our client advisors at JPMorgan Asset Management, by reviewing a list of questions they had kindly supplied in advance, and I came across a particularly awkward one: what has been my biggest investment mistake?

Jul 28 2020

10mins

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The Backroads of Economic Recovery

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In life before the pandemic, (and it seems like years ago), Sari and I would often drive from our home in Massachusetts to New York for the weekend. The destination was always fun – seeing the kids, exploring new restaurants, catching a Broadway show and sometimes running a road race the next morning to burn off the extra calories. But we had to get there first.

Jul 06 2020

9mins

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The Investment Implications of a Rolling-Wave Pandemic

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In the week ahead, as has been the case for most of the year, markets will likely take their cues from medical rather than economic data. The key question is whether America will see a second wave in the Covid-19 pandemic.  The answer to that question has, of course, profound human and social consequences.  However, it also has implications for the economy, for fiscal and monetary policy, and, ultimately, for investment strategy.

Jun 29 2020

8mins

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Risks to the Market

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In recent weeks, as stocks have rebounded strongly from their March lows, many have asked if the market has come too far, too fast. Thursday’s sharp selloff may have been an expression of that concern.

Jun 15 2020

17mins

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