The Investment Implications of COVID-19 ; an update
The spread of COVID-19 continues to have a dramatic impact on lifestyles, economic activity, monetary and fiscal policy, and financial markets.
By Dr. David Kelly
J.P. Morgan Funds Insights is an audio podcast that provides perspective on the uncertainties and opportunities facing investors today. Insight + Process = Result
Extra Toothpaste in the Tube: The Remarkable Elasticity of U.S. Labor Supply
The week ahead will be a busy one for economic data, with global PMI numbers on both manufacturing and services and U.S. readings on Light-Vehicle Sales, International Trade and Consumer Sentiment. However, as is usually the case in the first ...
Fiscal Truth and Investment Consequences
America’s finances have been deteriorating for almost two decades. In October 2000, the Treasury Department announced a budget surplus for the just-ended fiscal year of $236 billion or 2.3% of GDP. The federal debt amounted to just over $3.4 trillion ...
Dr. David Kelly’s Notes on the week ahead - November 11, 2019
J.P. Morgan Funds Insights is an audio podcast that provides perspective on the uncertainties and opportunities facing investors today. Let's help clients build stronger portfolios. Let's solve it. www.jpmorgan.com/usam Insight + Process = Results