{"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":"The Inflation Outlook and Fed Policy under New Leadership","slug":"the-inflation-outlook-and-fed-policy-under-new-leadership","published_at":"2026-06-15T10:56:04+00:00","page_url":"https://stenobird.com/podcast/notes-on-the-week-ahead-645171/the-inflation-outlook-and-fed-policy-under-new-leadership","show_page_url":"https://stenobird.com/podcast/notes-on-the-week-ahead-645171","url":"https://notesontheweekahead.podbean.com/e/the-inflation-outlook-and-fed-policy-under-new-leadership/","audio_url":"https://mcdn.podbean.com/mf/web/q56bvadafbxzhnw9/notwa_audio_061526_v18rud5.mp3","summary":"Last Wednesday’s CPI report, while not a surprise, still showed a year-over-year inflation rate of 4.2% - higher than in any month since April, 2023. For investors, this raises a number of questions. First, is this the peak for U.S. inflation and, if it is, how fast will inflation fall from here? Second, are we looking at the right inflation rate, anyway, given differences between CPI and PCE deflators, headline and core measures and the new Fed Chairman’s preference for trimmed mean and median readings?","meta_description":"Last Wednesday’s CPI report, while not a surprise, still showed a year-over-year inflation rate of 4.2% - higher than in any month since April, 2023. For…","key_points":[],"chapters":[],"topics":[],"duration_seconds":784,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/notes-on-the-week-ahead-645171/episodes/the-inflation-outlook-and-fed-policy-under-new-leadership/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/the-inflation-outlook-and-fed-policy-under-new-leadership.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}