Episode
What the new Fed chair could mean for markets
- Podcast
- Insights Now
- Published
- Feb 12, 2026
- Duration seconds
- 1187
- Processing state
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Summary
Following the announcement of a new Fed chair, we explore the evolving landscape of monetary policy and its impact on markets. Our experts break down what a change at the top could mean for interest rates, inflation and the broader investment environment. The discussion covers the latest Fed meeting, the outlook for rate cuts and the influence of fiscal stimulus on consumer spending and market momentum. Gain insights into the dynamics of a tight, but not necessarily strong, labor market, the implications of shifting immigration trends and the potential for inflation to remain sticky in the months ahead. Join Jordan Jackson, Global Market Strategist, and Brandon Hall, Research Analyst, as they share their perspectives on the Fed’s direction, market positioning and what lies ahead for investors. Watch the video version on YouTube. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify