Notes on the Week Ahead

By Dr. David KellyBusiness Investing

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Typical duration
13 min
per episode

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Notes on the Week Ahead episodes

August 29, 2019 Monthly JPST audio commentary - July 31, 2019
Listen to Portfolio Manager James McNerny give a quick update on the current market environment and how it impacts his ultra-short income strategy.
10 min
August 26, 2019 Filling in the Demographic Pothole
In America today, there is an obsession with how to stimulate demand, with fiscal policy, monetary policy and currency policy all being deployed to rev up the economic engine. However, America is facing a demographic pothole, and unless we fill it, growth will be mediocre, at best, regardless of how we try to stoke demand.
9 min
August 20, 2019 Demystifying the yield curve
Global Market Strategist Alex Dryden and Meera Pandit discuss the basics of the yield curve, what a yield curve inversion tells us (and what it does not), and what the implications are for markets and investors.
19 min
August 19, 2019 Dr. David Kelly’s Notes on the week ahead - August 19, 2019
Listen every week to Dr. David Kelly’s commentary on the markets and economy
10 min
August 19, 2019 The Message from the Yield Curve
In days of yore, the sight of seagulls wheeling over an inland forest or fields was taken as a sure sign of a storm at sea. In a similar vein, last week, many investors took the sight of an inverted yield curve as a sign of impending recession.
9 min
August 12, 2019 Dr. David Kelly’s Notes on the week ahead - August 12, 2019
Listen every week to Dr. David Kelly’s commentary on the markets and economy
10 min
August 12, 2019 Investing for the Middle Run
I have always been a middle-distance runner. I think this serves me well today as, while many strategists and financial advisors talk about investing as a marathon, it is essentially a middle-distance discipline.
9 min
August 05, 2019 Dr. David Kelly’s Notes on the week ahead - August 5, 2019
Listen every week to Dr. David Kelly’s commentary on the markets and economy
8 min
August 05, 2019 The Investment Challenge from Washington Policies
The economic recovery that began in 2009 has proven its endurance many times and is now the longest expansion in history. Our base case forecast is that it will continue into 2020 and probably beyond.
8 min
July 29, 2019 New Brush Strokes for the Big Picture
The week ahead, like last week, will be crammed with important market-moving events and data points. The challenge for investors will not be in predicting instant market reactions to this new information but rather in understanding how it could change the investment landscape going forward.
8 min