TheBitCast

Notes on the Week Ahead

Autor: Dr. David Kelly

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.

Odcinki

  1. Haunted Housing: The Outlook for Residential Real Estate – Notes on the Week Ahead
  2. A Season of Moderation in the Year of Boom and Doom – Notes on the Week Ahead
  3. The PCE-CPI Gap and the Outlook for Further Fed Tightening – Notes on the Week Ahead
  4. The Fed Paints itself into a Rate-Hiking Corner – Notes on the Week Ahead
  5. The New, New Normal – Notes on the Week Ahead
  6. Labor Market Mysteries – Notes on the Week Ahead
  7. The Road to $40 Trillion – Notes on the Week Ahead
  8. What Lies Beneath: An Updated Outlook on the Economy and Investing – Notes on the Week Ahead
  9. The People versus Inflation – Notes on the Week Ahead
  10. A Top Down View of the Earnings Surge – Notes on the Week Ahead
  11. The Fed Communications Debate: Bernanke Versus Warsh – Notes on the Week Ahead
  12. Consumer Sentiment and the Stock Market – Notes on the Week Ahead
  13. The Healing of Housing – Notes on the Week Ahead
  14. The MOU and Warsh: A Changing Macro Landscape – Notes on the Week Ahead
  15. The Inflation Outlook and Fed Policy under New Leadership – Notes on the Week Ahead
  16. Investing in a Divergent Economy – Notes on the Week Ahead
  17. Five Scenarios for the Federal Debt – Notes on the Week Ahead
  18. Quarter Days and the Economic Outlook – Notes on the Week Ahead
  19. AI, Inflation and Interest Rates – Notes on the Week Ahead
  20. The Latest News and the Economic Outlook – Notes on the Week Ahead
  21. The Receding Tariff Tide – Notes on the Week Ahead
  22. The Investment Implications of Shrinking the Fed’s Balance Sheet – Notes on the Week Ahead
  23. How Will It End? – Notes on the Week Ahead
  24. An Updated Outlook for the U.S. Economy – Notes on the Week Ahead
  25. The Investment Implications of the Tariff Decision – Notes on the Week Ahead
  26. Detangling Solution for the Economic Outlook – Notes on the Week Ahead
  27. Real Economy Challenges – Notes on the Week Ahead
  28. The Federal Reserve – New Leadership, Same Landscape – Notes on the Week Ahead
  29. The Direction of the Fed – Notes on the Week Ahead
  30. International Equities: Looking Beneath the Currency Icing – Notes on the Week Ahead