Notes on the Week Ahead – Détails, épisodes et analyse

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Notes on the Week Ahead

Dr. David Kelly

Business & Entrepreneuriat

Fréquence : 1 épisode/9j. Total Éps: 352

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.

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Données mises à jour le 16/09/2026

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Apple Podcasts

🇬🇧 Grande Bretagne - Investing
16/09/2026
#89
🇫🇷 France - Investing
14/09/2026
#79
🇺🇸 États-Unis - Investing
09/09/2026
#91
🇬🇧 Grande Bretagne - Investing
11/08/2026
#97
🇺🇸 États-Unis - Investing
11/08/2026
#77
🇺🇸 États-Unis - Investing
28/07/2026
#91
🇺🇸 États-Unis - Investing
21/07/2026
#100
🇬🇧 Grande Bretagne - Investing
08/07/2026
#90
🇬🇧 Grande Bretagne - Investing
07/07/2026
#86
🇺🇸 États-Unis - Investing
07/07/2026
#87

Spotify

Aucun classement récent disponible

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https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/insights-now/
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The Fed Paints itself into a Rate-Hiking Corner

Épisode 353

lundi 14 septembre 2026 • Durée 10:46

In the Broadway musical, Fiddler on the Roof, Tevye, the well-meaning patriarch of a poor family, has to make some tough choices in a complicated time. Tevye, (who always reminded me of my father-in-law, Bill), has trouble deciding and three times during the play the music comes to a halt as he wanders through a long soliloquy of “on the other hand’s”.

The Federal Reserve also has a tough choice to make in a complicated time. We now believe that they will raise rates this week. However, it is important to understand the logical twists and turns needed to reach that conclusion in order to trace out a potential path forward for the economy, interest rates and asset class returns.

To bring some structure to the argument, the issues can be divided into three sections: the economy, the FOMC itself and the importance of Fed credibility.

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The New, New Normal

Épisode 352

mardi 8 septembre 2026 • Durée 12:22

The era of low growth, low inflation and super-low interest rates that followed the Great Financial Crisis was christened by Mohamed El-Erian as “The New Normal”. While this episode largely came to an end with the post-pandemic growth and inflation surge, real interest rates had generally remained below the levels that prevailed in the decades before the financial crisis until recently. However, a steady bond market selloff in 2026, which accelerated over the summer, has now pushed real long-term Treasury yields to their highest levels since 2010.

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Labor Market Mysteries

Épisode 351

lundi 31 août 2026 • Durée 10:16

In a generally upbeat Jackson Hole speech on Friday, Fed Chairman Kevin Warsh asserted that “labor markets are consistent with full employment”. Given that the current unemployment rate, at 4.1%, is the lowest it’s been in 18 months and is also lower than it has been 88% of the time over the past 50 years, it is hard to argue with the Chairman’s assessment.

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The Road to $40 Trillion

Épisode 350

mardi 25 août 2026 • Durée 14:45

Money was tight in our early married years. We bought a house we couldn’t afford, purchased a car we couldn’t afford and had all the expenses attendant on the raising of two young boys. However, as we wandered the local mall gazing at all the other things we couldn’t afford, we were always willing to stop into Godiva to get chocolate squares. Godiva was, of course, more expensive than Hershey bars. But no one was going to go broke buying chocolate squares – it just wasn’t a big enough item to feature in our budgetary woes.

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What Lies Beneath: An Updated Outlook on the Economy and Investing

Épisode 349

lundi 10 août 2026 • Durée 13:19

The summer of 2026 has been dominated by the AI boom. Some fear that AI is advancing too quickly for thoughtful regulation. Others worry that end-user revenues will lag too far behind massive capital spending and fast-growing debt. From an economic perspective, AI is pure momentum, generating huge profit gains, adding to investment spending, boosting upper-income consumer spending via a wealth effect and coinciding with very solid gains in productivity.

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The People versus Inflation

Épisode 348

lundi 27 juillet 2026 • Durée 15:56

No one liked the defendant. That much was clear. But when the jury retired to consider their verdict, they hardly knew where to start. The case was so confusing and the judge’s instructions hardly seemed adequate. “Perhaps”, suggested the foreman, “we should start with a list of questions…”

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A Top Down View of the Earnings Surge

Épisode 347

lundi 20 juillet 2026 • Durée 15:35

The earnings season has started with a blast. As of Friday morning, 49 of the S&P500 companies had reported second-quarter earnings, with 85% beating expectations and the index on track for a blockbuster 23% year-over-year gain for the quarter. According to FactSet, analysts now expect S&P500 operating earnings to reach $340.74 for 2026 as a whole, up 24% from 2025, following strong back-to-back gains of 10% and 13% in 2024 and 2025 respectively.

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The Fed Communications Debate: Bernanke Versus Warsh

Épisode 346

lundi 13 juillet 2026 • Durée 15:30

Alan Greenspan, who served as Fed Chairman for almost 20 years, died last month at the age of 100. He was a talented and faithful public servant who guided U.S. monetary policy through the stock market crash of 1987, the boom years of the 1990s and the dot-com bubble. He was thoughtful and witty in his public comments. However, he seemed to regard a lack of clarity as almost a virtue. He inherited a Fed that had always been reticent to communicate and he largely maintained that cloak of secrecy.

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Consumer Sentiment and the Stock Market

Épisode 345

lundi 6 juillet 2026 • Durée 12:01

Despite very average economic performance, consumer sentiment remains at extraordinarily low levels. While there are many interesting aspects to this phenomenon, one is of particular relevance to investors. As we show on page 32 of the Guide to the Markets, peaks and troughs in consumer sentiment have, for many years, been powerful contra-indicators of stock market performance over the subsequent 12 months. However, does this relationship still hold, if the reason for weak sentiment is beyond the realm of a rational assessment of broad economic conditions?

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The Healing of Housing

Épisode 344

lundi 29 juin 2026 • Durée 12:16

In the pantheon of running injuries, there is a well-established hierarchy. A recreational runner, finishing any marathon, or exerting themselves at half that distance, can expect to come down with delayed onset muscle soreness, otherwise known as DOMS. Starting from barely a twinge at the finish line, the pain rises in intensity over the next few days, with your quads telling you firmly that your running days are over. But then it fades and a week later you should be running like a spring lamb again.

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Notes on the Week Ahead – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Other1

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts et contenus similaires

Podcasts Similaires Basées sur le Contenu

Podcasts Similaires Basées sur le Contenu

Other1

Apple Podcasts

Spotify