David Kelly

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Chief Global Strategist at J.P. Morgan Asset Management

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Reading Between the Lines (On the Direction of Monetary Policy)

Reading Between the Lines (On the Direction…

December 16, 2024

278 likes25 comments

Initial Conditions

Initial Conditions

December 9, 2024

205 likes18 comments

Irish Lessons

Irish Lessons

December 2, 2024

266 likes24 comments

Policy Changes and the Macro Outlook

Policy Changes and the Macro Outlook

November 18, 2024

604 likes29 comments

The Investment Implications of the Republican Sweep

The Investment Implications of the…

November 11, 2024

372 likes35 comments

Finding Balance in a Broadening Expansion

Finding Balance in a Broadening Expansion

October 28, 2024

254 likes15 comments

The Deficit, the Election and Interest Rates

The Deficit, the Election and Interest Rates

October 14, 2024

379 likes34 comments

Four Banks and the Dollar

Four Banks and the Dollar

October 8, 2024

280 likes13 comments

The Investment Implications of the Wealth Surge

The Investment Implications of the Wealth…

September 30, 2024

407 likes22 comments

The Investment Implications of a $769,900,000,000 Mistake

The Investment Implications of a…

September 23, 2024

428 likes23 comments

Previewing the Fed: Easy Does It

Previewing the Fed: Easy Does It

September 16, 2024

347 likes23 comments

The Jobs Mosaic

The Jobs Mosaic

September 9, 2024

317 likes19 comments

Demographics, Debt, the Dollar and Apocalyptic Assets

Demographics, Debt, the Dollar and…

September 3, 2024

531 likes50 comments

Jackson Hole and the Speed of Fed Easing

Jackson Hole and the Speed of Fed Easing

August 19, 2024

485 likes28 comments

The Outlook for Housing in a Macro Game of Inches

The Outlook for Housing in a Macro Game of…

August 12, 2024

284 likes13 comments

The Slowdown Scenario

The Slowdown Scenario

August 5, 2024

786 likes74 comments

Concentration Risk as the Fed gets Ready to Cut

Concentration Risk as the Fed gets Ready to…

July 29, 2024

389 likes22 comments

Is 4.1% Unemployment a Recession Warning?

Is 4.1% Unemployment a Recession Warning?

July 8, 2024

315 likes21 comments

Expansion on Broadway

Expansion on Broadway

June 24, 2024

172 likes10 comments

Risks and Exposure

Risks and Exposure

June 17, 2024

397 likes22 comments

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