Podcast

Notes on the Week Ahead

Author: Dr. David Kelly
Feed episode count: 347
Official site: https://am.jpmorgan.com/us/en/asset-management/gim/adv/insights/week-ahead
RSS: https://feed.podbean.com/notesontheweekahead/feed.xml
JSON: /v1/public/podcasts/notes-on-the-week-ahead-645171
Markdown: /podcast/notes-on-the-week-ahead-645171.md

Summary

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.

Episodes

Jul 27, 2026 · not_requested

The People versus Inflation

Duration seconds: 956
Source: https://notesontheweekahead.podbean.com/e/notwa-0727/

HTML Markdown JSON

Jul 20, 2026 · not_requested

A Top Down View of the Earnings Surge

Duration seconds: 935
Source: https://notesontheweekahead.podbean.com/e/notwa-audio-0720/

HTML Markdown JSON

Jul 13, 2026 · not_requested

The Fed Communications Debate: Bernanke Versus Warsh

Duration seconds: 930
Source: https://notesontheweekahead.podbean.com/e/notwa-713/

HTML Markdown JSON

Jul 6, 2026 · not_requested

Consumer Sentiment and the Stock Market

Duration seconds: 721
Source: https://notesontheweekahead.podbean.com/e/consumer-sentiment-and-the-stock-market/

HTML Markdown JSON

Jun 29, 2026 · not_requested

The Healing of Housing

Duration seconds: 736
Source: https://notesontheweekahead.podbean.com/e/notwa-29-th-june/

HTML Markdown JSON

Jun 22, 2026 · not_requested

The MOU and Warsh: A Changing Macro Landscape

Duration seconds: 631
Source: https://notesontheweekahead.podbean.com/e/the-mou-and-warsh-a-changing-macro-landscape/

HTML Markdown JSON

Jun 15, 2026 · not_requested

The Inflation Outlook and Fed Policy under New Leadership

Duration seconds: 784
Source: https://notesontheweekahead.podbean.com/e/the-inflation-outlook-and-fed-policy-under-new-leadership/

HTML Markdown JSON

Jun 1, 2026 · not_requested

Investing in a Divergent Economy

Duration seconds: 799
Source: https://notesontheweekahead.podbean.com/e/investing-in-a-divergent-economy/

HTML Markdown JSON

May 25, 2026 · not_requested

Five Scenarios for the Federal Debt

Duration seconds: 1028
Source: https://notesontheweekahead.podbean.com/e/five-scenarios-for-the-federal-debt/

HTML Markdown JSON

May 4, 2026 · not_requested

Quarter Days and the Economic Outlook

Duration seconds: 871
Source: https://notesontheweekahead.podbean.com/e/quarter-days-and-the-economic-outlook/

HTML Markdown JSON

Apr 20, 2026 · not_requested

AI, Inflation and Interest Rates

Duration seconds: 720
Source: https://notesontheweekahead.podbean.com/e/ai-inflation-and-interest-rates/

HTML Markdown JSON

Apr 13, 2026 · not_requested

The Latest News and the Economic Outlook

Duration seconds: 723
Source: https://notesontheweekahead.podbean.com/e/the-latest-news-and-the-economic-outlook/

HTML Markdown JSON

Mar 30, 2026 · not_requested

The Receding Tariff Tide

Duration seconds: 652
Source: https://notesontheweekahead.podbean.com/e/the-receding-tariff-tide/

HTML Markdown JSON

Mar 24, 2026 · not_requested

The Investment Implications of Shrinking the Fed’s Balance Sheet

Duration seconds: 835
Source: https://notesontheweekahead.podbean.com/e/the-investment-implications-of-shrinking-the-fed-s-balance-sheet/

HTML Markdown JSON

Mar 16, 2026 · not_requested

How Will It End?

Duration seconds: 610
Source: https://notesontheweekahead.podbean.com/e/how-will-it-end/

HTML Markdown JSON

Mar 9, 2026 · not_requested

An Updated Outlook for the U.S. Economy

Duration seconds: 591
Source: https://notesontheweekahead.podbean.com/e/notwa-030926/

HTML Markdown JSON

Feb 23, 2026 · not_requested

The Investment Implications of the Tariff Decision

Duration seconds: 639
Source: https://notesontheweekahead.podbean.com/e/the-investment-implications-of-the-tariff-decision/

HTML Markdown JSON

Feb 17, 2026 · not_requested

Detangling Solution for the Economic Outlook

Duration seconds: 655
Source: https://notesontheweekahead.podbean.com/e/detangling-solution-for-the-economic-outlook/

HTML Markdown JSON

Feb 9, 2026 · not_requested

Real Economy Challenges

Duration seconds: 702
Source: https://notesontheweekahead.podbean.com/e/real-economy-challenges/

HTML Markdown JSON

Feb 2, 2026 · not_requested

The Federal Reserve – New Leadership, Same Landscape

Duration seconds: 492
Source: https://notesontheweekahead.podbean.com/e/the-federal-reserve-%e2%80%93-new-leadership-same-landscape/

HTML Markdown JSON

Jan 26, 2026 · not_requested

The Direction of the Fed

Duration seconds: 599
Source: https://notesontheweekahead.podbean.com/e/the-direction-of-the-fed/

HTML Markdown JSON

Jan 20, 2026 · not_requested

International Equities: Looking Beneath the Currency Icing

Duration seconds: 658
Source: https://notesontheweekahead.podbean.com/e/notwa/

HTML Markdown JSON

Jan 5, 2026 · not_requested

A Baseline Forecast for 2026

Duration seconds: 661
Source: https://notesontheweekahead.podbean.com/e/a-baseline-forecast-for-2026/

HTML Markdown JSON

Dec 15, 2025 · not_requested

Why Stocks are Outperforming the Economy

Duration seconds: 660
Source: https://notesontheweekahead.podbean.com/e/why-stocks-are-outperforming-the-economy/

HTML Markdown JSON

Dec 8, 2025 · not_requested

Forecasting the Fed’s Forecasts

Duration seconds: 698
Source: https://notesontheweekahead.podbean.com/e/forecasting-the-fed-s-forecasts/

HTML Markdown JSON