Podcast | Notes on the Week Ahead

2020 Vision and Political Distortions

JP Morgan Asset Management
Finance, Economics, FX, G7, Investment Strategies, Macro

My eyesight isn’t what it used to be.It’s not quite as bad as my wife thinks it is, but if I’m watching a football game or trying to read slides from the back of a room, I now don a pair of specs.

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November 22, 2021

JP Morgan Asset Management

The week ahead will, of course, be dominated by Thanksgiving, leading, appropriately, to less focus on financial markets. That being said, this should also be a week of greater…

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November 15, 2021

JP Morgan Asset Management

Financial market commentary in the week ahead will likely center around the question of inflation.  The headlines speak for themselves.  CPI inflation jumped to 6.2% year-over-year in October, its…

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November 1, 2021

JP Morgan Asset Management

It feels like so long ago, but back in 2019, the economic and financial environment was remarkably placid. Real GDP growth was plodding along at 2.3% pace, unemployment drifted…

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October 18, 2021

JP Morgan Asset Management

Every summer since 1960, the World Lumberjack Championships have been held in Hayward, Wisconsin, a small community in the north west of the state.  Among the featured events in…

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October 11, 2021

JP Morgan Asset Management

On Monday, I have the privilege of running the Boston Marathon for a third time on behalf of the Dana Farber Cancer Institute.  I love being part of the…

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September 7, 2021

JP Morgan Asset Management

The parking lot of our local high school is fortified by great ranges of speedbumps. These ancient mounds of asphalt were erected in the distant past by school authorities,…

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August 30, 2021

JP Morgan Asset Management

Investors, in the week ahead, will have little time for financial analysis. The headlines will be dominated by the U.S. withdrawal from Afghanistan and the terrible impact of Hurricane…

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August 23, 2021

JP Morgan Asset Management

On March 23rd of last year, at the start of the coronavirus pandemic, the S&P500 briefly traded below 2,200.  Since then it has more than doubled, surfing on a…

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August 9, 2021

JP Morgan Asset Management

Much has been written about the mutating virus and how its more contagious Delta variant has spurred a surge in cases, hospitalizations and fatalities. However, the economy is also mutating…

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August 2, 2021

JP Morgan Asset Management

Every few years our talented colleagues in marketing tell us we need a new palette for the Guide the Markets. They’re right of course – staring at the same colors,…

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July 19, 2021

JP Morgan Asset Management

The week ahead will be a quiet one for economic data and a busy one for corporate earnings. It could also be a pivotal one in Washington as the…

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July 12, 2021

JP Morgan Asset Management

My wife, Sari, was born with a lead foot.  By all rights, she should have accumulated a bountiful harvest of speeding tickets over the course of her career.  But she…

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July 6, 2021

JP Morgan Asset Management

When my wife, Sari, was 9 years old, a tornado touched down in Grand Rapids, Michigan and destroyed most of her home.   Luckily she and her family were at her…

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June 28, 2021

JP Morgan Asset Management

After a long period of absence, I’ve visited New York multiple times in the last month. Each time, the city has seemed more bustling than the week before, with…