{"podcast":{"title":"Notes on the Week Ahead","slug":"notes-on-the-week-ahead-645171","podcast_index_feed_id":645171,"rss_url":"https://feed.podbean.com/notesontheweekahead/feed.xml","website_url":"https://am.jpmorgan.com/us/en/asset-management/gim/adv/insights/week-ahead","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/4666493/jpm-am_podcast_cover_NOTWA_1400x1400.png","author":"Dr. David Kelly","episode_count":347,"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.","last_synced_at":"2026-07-27T20:18:18.298361+00:00","page_url":"https://stenobird.com/podcast/notes-on-the-week-ahead-645171"},"episode":{"title":"A Top Down View of the Earnings Surge","slug":"a-top-down-view-of-the-earnings-surge","published_at":"2026-07-20T09:52:17+00:00","page_url":"https://stenobird.com/podcast/notes-on-the-week-ahead-645171/a-top-down-view-of-the-earnings-surge","show_page_url":"https://stenobird.com/podcast/notes-on-the-week-ahead-645171","url":"https://notesontheweekahead.podbean.com/e/notwa-audio-0720/","audio_url":"https://mcdn.podbean.com/mf/web/ghgru4rcb4fn5bbb/notwa_audio_072026_v1a33u3.mp3","summary":"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.","meta_description":"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…","key_points":[],"chapters":[],"topics":[],"duration_seconds":935,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/notes-on-the-week-ahead-645171/episodes/a-top-down-view-of-the-earnings-surge/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/notes-on-the-week-ahead-645171/a-top-down-view-of-the-earnings-surge.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}