# Notes on the Week Ahead

Page: https://stenobird.com/podcast/notes-on-the-week-ahead-645171
Text version: https://stenobird.com/podcast/notes-on-the-week-ahead-645171.md
RSS feed: https://feed.podbean.com/notesontheweekahead/feed.xml
Official site: https://am.jpmorgan.com/us/en/asset-management/gim/adv/insights/week-ahead
Author: Dr. David Kelly
Episodes: 347

## Resource

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.

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/notes-on-the-week-ahead-645171
Markdown: https://stenobird.com/podcast/notes-on-the-week-ahead-645171.md

## Episodes
- [The People versus Inflation](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/the-people-versus-inflation) — 2026-07-27T10:01:32+00:00
- [A Top Down View of the Earnings Surge](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/a-top-down-view-of-the-earnings-surge) — 2026-07-20T09:52:17+00:00
- [The Fed Communications Debate: Bernanke Versus Warsh](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/the-fed-communications-debate-bernanke-versus-warsh) — 2026-07-13T04:24:58+00:00
- [Consumer Sentiment and the Stock Market](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/consumer-sentiment-and-the-stock-market) — 2026-07-06T11:38:24+00:00
- [The Healing of Housing](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/the-healing-of-housing) — 2026-06-29T09:17:48+00:00
- [The MOU and Warsh: A Changing Macro Landscape](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/the-mou-and-warsh-a-changing-macro-landscape) — 2026-06-22T12:43:57+00:00
- [The Inflation Outlook and Fed Policy under New Leadership](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/the-inflation-outlook-and-fed-policy-under-new-leadership) — 2026-06-15T10:56:04+00:00
- [Investing in a Divergent Economy](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/investing-in-a-divergent-economy) — 2026-06-01T11:42:09+00:00
- [Five Scenarios for the Federal Debt](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/five-scenarios-for-the-federal-debt) — 2026-05-25T14:41:42+00:00
- [Quarter Days and the Economic Outlook](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/quarter-days-and-the-economic-outlook) — 2026-05-04T12:42:40+00:00
- [AI, Inflation and Interest Rates](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/ai-inflation-and-interest-rates) — 2026-04-20T12:16:05+00:00
- [The Latest News and the Economic Outlook](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/the-latest-news-and-the-economic-outlook) — 2026-04-13T14:53:05+00:00
- [The Receding Tariff Tide](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/the-receding-tariff-tide) — 2026-03-30T13:30:54+00:00
- [The Investment Implications of Shrinking the Fed’s Balance Sheet](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/the-investment-implications-of-shrinking-the-fed-s-balance-sheet) — 2026-03-24T14:04:08+00:00
- [How Will It End?](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/how-will-it-end) — 2026-03-16T12:40:02+00:00
- [An Updated Outlook for the U.S. Economy](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/an-updated-outlook-for-the-u-s-economy) — 2026-03-09T09:42:37+00:00
- [The Investment Implications of the Tariff Decision](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/the-investment-implications-of-the-tariff-decision) — 2026-02-23T11:51:52+00:00
- [Detangling Solution for the Economic Outlook](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/detangling-solution-for-the-economic-outlook) — 2026-02-17T14:10:28+00:00
- [Real Economy Challenges](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/real-economy-challenges) — 2026-02-09T14:03:41+00:00
- [The Federal Reserve – New Leadership, Same Landscape](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/the-federal-reserve-new-leadership-same-landscape) — 2026-02-02T10:25:40+00:00
- [The Direction of the Fed](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/the-direction-of-the-fed) — 2026-01-26T16:27:09+00:00
- [International Equities: Looking Beneath the Currency Icing](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/international-equities-looking-beneath-the-currency-icing) — 2026-01-20T15:00:02+00:00
- [A Baseline Forecast for 2026](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/a-baseline-forecast-for-2026) — 2026-01-05T07:08:46+00:00
- [Why Stocks are Outperforming the Economy](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/why-stocks-are-outperforming-the-economy) — 2025-12-15T09:15:21+00:00
- [Forecasting the Fed’s Forecasts](https://stenobird.com/podcast/notes-on-the-week-ahead-645171/forecasting-the-fed-s-forecasts) — 2025-12-08T13:11:51+00:00

## Actions

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