{"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 MOU and Warsh: A Changing Macro Landscape","slug":"the-mou-and-warsh-a-changing-macro-landscape","published_at":"2026-06-22T12:43:57+00:00","page_url":"https://stenobird.com/podcast/notes-on-the-week-ahead-645171/the-mou-and-warsh-a-changing-macro-landscape","show_page_url":"https://stenobird.com/podcast/notes-on-the-week-ahead-645171","url":"https://notesontheweekahead.podbean.com/e/the-mou-and-warsh-a-changing-macro-landscape/","audio_url":"https://mcdn.podbean.com/mf/web/8gmqvnnv374wqx3m/notwa_audio_062226_v1aa88p.mp3","summary":"Last week, as a frothy stock market continued to zigzag across a high plateau, two events occurred with significant implications for the macroeconomic outlook. First, the President signed a Memorandum of Understanding with Iran, potentially bringing the Iran war to a close. Second, Kevin Warsh presided over his first meeting as Fed Chairman, resulting in a slightly more hawkish tilt to monetary policy in the short run and the promise of significant reform in the long run.","meta_description":"Last week, as a frothy stock market continued to zigzag across a high plateau, two events occurred with significant implications for the macroeconomic out…","key_points":[],"chapters":[],"topics":[],"duration_seconds":631,"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-mou-and-warsh-a-changing-macro-landscape/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-mou-and-warsh-a-changing-macro-landscape.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}