Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, where he sits down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications to help inform building stronger investment plans for the long-term.
Episodes
Thursday Jul 18, 2024
Thursday Jul 18, 2024
Watch the video version on YouTube.
After the Federal Reserve’s dovish pivot in December, many investors came into this year expecting multiple rate cuts. In fact, in early January, markets were pricing in over six full cuts in 2024 alone. Since then, sticky inflation has caused the Federal Reserve to reassert its hawkish tone, and the outlook for the economy, inflation and monetary policy has become increasingly uncertain. As a result of this, investors often ask us “When will the Federal Reserve begin cutting rates?”
To dive deeper into this question, Brandon Hall, Research Analyst, will be interviewing the regular host of the show, Dr. David Kelly, Chief Global Strategist for J.P. Morgan Asset Management.