{"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":"Consumer Sentiment and the Stock Market","slug":"consumer-sentiment-and-the-stock-market","published_at":"2026-07-06T11:38:24+00:00","page_url":"https://stenobird.com/podcast/notes-on-the-week-ahead-645171/consumer-sentiment-and-the-stock-market","show_page_url":"https://stenobird.com/podcast/notes-on-the-week-ahead-645171","url":"https://notesontheweekahead.podbean.com/e/consumer-sentiment-and-the-stock-market/","audio_url":"https://mcdn.podbean.com/mf/web/g4sai5yww3dj76wv/audio-0706_v1.mp3","summary":"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?","meta_description":"Despite very average economic performance, consumer sentiment remains at extraordinarily low levels. While there are many interesting aspects to this phen…","key_points":[],"chapters":[],"topics":[],"duration_seconds":721,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/notes-on-the-week-ahead-645171/episodes/consumer-sentiment-and-the-stock-market/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/consumer-sentiment-and-the-stock-market.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}