Notes on the Week Ahead

Notes on the Week Ahead

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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.

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Dr. David Kelly

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Episodes(3)

332

The Investment Implications of the Tariff Decision

Feb 23, 202610 min

On Friday, the Supreme Court released a long-awaited decision, ruling that the President’s imposition of tariffs, using the 1977 International Emergency Economic Powers Act, otherwise known as IEEPA, was illegal. The President held a press conference that afternoon and issued a proclamation announci

331

Detangling Solution for the Economic Outlook

Feb 17, 202610 min

Between taking a shower when I get up in the morning and another when I get home from running, I am a significant consumer of detangling solution. In my youth, an unruly shock of hair required liberal doses of the substance just to bring some order to my muppet-like locks. Today, sadly, the forest h

330

Real Economy Challenges

Feb 9, 202611 min

Last week saw dramatic moves in financial markets. Gold and silver, which rose very sharply last year and in January, suddenly lurched down before stabilizing. Bitcoin took a nosedive before achieving a significant, although partial, recovery on Friday. Mega-cap tech stocks posted huge earnings gain