David Kelly

David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, shares expert insights on current economic challenges. He delves into the impact of inflation on market recovery, the complexities of a strong dollar, and the implications of tariffs in today's economy. The conversation touches on household debt stability and the effects on the middle class during the housing crisis. Kelly also discusses the shift from manufacturing to a service-oriented economy, emphasizing innovations that might shape future investment strategies.

David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, joins Michael Batnick and Downtown Josh Brown to discuss the post-pandemic economy, when economic indicators stop working, how AI saved the market, the 2024 stock market outlook, and more.

David Kelly, oversees AppSumo's Originals Team, discusses the challenges and strategies behind launching BreezeDoc. They touch on incorporating user feedback, making a product stand out, and the obstacles faced. The episode provides insights on product development and marketing strategies, emphasizing the importance of customer feedback and launching a product aligned with market demand.

Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, shares his insights on current economic themes. He explores the paradox of strong consumer spending against low confidence and the tension between stocks and gold. Kelly emphasizes the importance of diversification amidst concerns over the U.S. dollar and government deficit. He also highlights emerging market opportunities, especially in India and China, and discusses the cultural influences on investment behaviors across the globe.

Jay Bryson discusses the challenge of getting back to 2% inflation. David Kelly sees inflation coming down. Elliot Ackerman talks about the Israel-Hamas war. Michael Shaoul predicts yield curve control in the US. Sheila Kahyaoglu discusses Delta earnings.

Dr. David Kelly, Chief Global Strategist at JPMorgan Asset Management, shares his insights on the economic landscape and policy influences. He discusses the economic outlook for 2025, focusing on the effects of U.S. immigration and trade policies. Kelly highlights the potential challenges posed by declining immigration on labor force dynamics. The conversation also delves into government efficiency measures and their impact on the economy, emphasizing the delicate balance needed for fiscal and regulatory reforms to foster growth.

Financial experts Cameron Dawson, David Kelly, and Michael Darda discuss US GDP slowing down, the likelihood of a Republican sweep post-presidential debate, and the potential impact of a rising unemployment rate on the Fed. They also delve into economic forecasts, market risks, political decisions, investment trends in tech, and the influence of AI on the stock market.

Rep. Haley Stevens discusses Biden's reelection bid. Sarah Hunt shares market insights on AI spending. David Kelly and Steve Ricchiuto unpack CPI data. Podcast explores market trends and economic strategies.

Ken Leon, Director of Equity Research at CFRA Research, analyzes big bank earnings and market trends amidst a positive investor outlook. David Kelly, Chief Global Strategist at JPMorgan Asset Management, shares insights on inflation and the labor market, revealing workers' reluctance to seek raises despite economic growth. They discuss the interplay between productivity and fiscal stimulus, the banking sector's robust performance, and how current policy uncertainties shape the economic landscape.

Frances Donald, Chief Economist at RBC, discusses the nuances of the US economic landscape beyond the soft vs. hard landing debate. David Kelly from JP Morgan highlights the mixed signals in the global economy while navigating post-cycle realities. Ernie Tedeschi, from the Yale Budget Lab, critically examines the financial implications of tariffs initiated under Trump, emphasizing their impact on consumers rather than job creation. Kristen Bitterly, from Citi, stresses the need for robust retirement planning amidst current market challenges.