Notes on the Week Ahead copertina

Notes on the Week Ahead

Notes on the Week Ahead

Di: Dr. David Kelly
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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.Copyright 2019 JPMorgan Chase & Co. Economia Finanza personale
Episodi
  • The People versus Inflation

    The People versus Inflation
    Jul 27 2026

    No one liked the defendant. That much was clear. But when the jury retired to consider their verdict, they hardly knew where to start. The case was so confusing and the judge’s instructions hardly seemed adequate. “Perhaps”, suggested the foreman, “we should start with a list of questions…”
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    16 min
  • A Top Down View of the Earnings Surge

    A Top Down View of the Earnings Surge
    Jul 20 2026

    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.
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    16 min
  • The Fed Communications Debate: Bernanke Versus Warsh

    The Fed Communications Debate: Bernanke Versus Warsh
    Jul 13 2026

    Alan Greenspan, who served as Fed Chairman for almost 20 years, died last month at the age of 100. He was a talented and faithful public servant who guided U.S. monetary policy through the stock market crash of 1987, the boom years of the 1990s and the dot-com bubble. He was thoughtful and witty in his public comments. However, he seemed to regard a lack of clarity as almost a virtue. He inherited a Fed that had always been reticent to communicate and he largely maintained that cloak of secrecy.
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    16 min
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