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Notes on the Week Ahead

Notes on the Week Ahead

By: Dr. David Kelly
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About this listen

 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.Copyright 2019 JPMorgan Chase & Co. Economics Personal Finance
Episodes
  • The Receding Tariff Tide

    The Receding Tariff Tide
    Mar 30 2026

    A year ago this week, the President announced what he described as “reciprocal tariffs” on goods imported from all major U.S. trading partners. These tariffs, which were much broader and higher than expected, led to an immediate and sharp decline in stock prices.
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    11 mins
  • The Investment Implications of Shrinking the Fed’s Balance Sheet

    The Investment Implications of Shrinking the Fed’s Balance Sheet
    Mar 24 2026

    In a speech last April, Fed Chair Nominee, Kevin Warsh, lamented the mission creep of the Federal Reserve as well as the Fed’s expanded balance sheet. Many academics agree with Warsh – the Fed has often tried to address problems that are not within its remit and with tools not suited to their purpose. Some of these endeavors have inflated the balance sheet which, rather like a Swiss army knife, is a tool used for many tasks, none of which it does particularly well.
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    14 mins
  • How Will It End?

    How Will It End?
    Mar 16 2026

    One of the benefits of my marathon training is that, most weekends, I get to jog over the Newton and Wellesley hills with my running buddy, John, who happens to be a financial advisor. Over the course of three hours we solve the problems of the world, reviewing them with dour pessimism at the start of our run and assessing them with breezy optimism later on, as the running endorphins kick in.
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    10 mins
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