David Kelly

David KellyInfluencer

Chief Global Strategist at J.P. Morgan Asset Management

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The Causes and Consequences of More Volatile Bonds

The Causes and Consequences of More Volatile…

April 22, 2024

274 likes8 comments

The Dollar Dynasty

The Dollar Dynasty

April 15, 2024

220 likes12 comments

The Right Time to Cut Rates

The Right Time to Cut Rates

April 8, 2024

365 likes28 comments

Wage War

Wage War

March 25, 2024

299 likes24 comments

Dot-Plot Danger and QT Limits

Dot-Plot Danger and QT Limits

March 18, 2024

228 likes15 comments

From Business Cycle to Stretched-Out Expansion

From Business Cycle to Stretched-Out…

March 11, 2024

268 likes22 comments

Japanese Lessons

Japanese Lessons

March 4, 2024

407 likes33 comments

The Investment Implications of the Migration Surge

The Investment Implications of the Migration…

February 26, 2024

207 likes22 comments

The Pressures of a Full Employment Economy

The Pressures of a Full Employment Economy

February 20, 2024

341 likes24 comments

Will Job Market Strength Delay the Inflation Slide?

Will Job Market Strength Delay the Inflation…

February 5, 2024

317 likes21 comments

Too Much Growth for Early Easing

Too Much Growth for Early Easing

January 29, 2024

317 likes13 comments

A Thaw in Sentiment

A Thaw in Sentiment

January 22, 2024

274 likes12 comments


Will Rising Federal Debt Force Rates Higher?

Will Rising Federal Debt Force Rates Higher?

January 16, 2024

338 likes20 comments

The Inflation Slide Looks Set to Continue

The Inflation Slide Looks Set to Continue

January 8, 2024

330 likes16 comments

Balance Sheets and Resolutions

Balance Sheets and Resolutions

January 2, 2024

379 likes7 comments

The Investment Climate

The Investment Climate

December 11, 2023

319 likes16 comments

Winter Driving: Can the Economy Keep Growing into 2025?

Winter Driving: Can the Economy Keep Growing…

December 5, 2023

336 likes12 comments

The Remarkable Resilience of Corporate Margins

The Remarkable Resilience of Corporate…

November 27, 2023

342 likes11 comments

Falling Tensions in a Cooling Economy

Falling Tensions in a Cooling Economy

November 13, 2023

358 likes26 comments

Tracking the Inflation Slide

Tracking the Inflation Slide

November 6, 2023

273 likes10 comments