David Kelly

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The Recession Scenario And Client Portfolios

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Investors would be well advised to consider what a recession might mean for their portfolios.

Pumping The Brakes On The U.S. Economy

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Slowing down an economy that is growing too fast is a tricky business.

The Investment Implications Of Omicron

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An Omicron pandemic wave would more likely slow rather than interrupt the currently rapid global economic recovery.

Why Inflation Still Looks Mostly Transitory

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Investors should keep a balanced view with regard to inflation.

Jobs Market Looks Like My Marathon Prospects

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Even as job growth remains weak, a tightening labor market is contributing to a general heating up of inflation.

Haircuts And Roulette Wheels: Are We “Due” For A Correction?

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Does the increasing length or strength of a bull market actually make the next correction more imminent?

Washington Games And Their Consequences

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The debt ceiling has, yet again, been deployed as a political football in the last few months.

Speedbumps On The Road To Recovery

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Going forward, we expect confidence and spending to revive as the latest pandemic wave wanes and reopening continues.

S&P 500 Profits Wave Faces Challenges

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As this happens, a focus on valuations should be more rewarding than has been the case in recent years.

Understanding The Variants And The Vaccines

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While the pandemic will demand increased attention, the general transition to a reopened economy will likely continue.

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