Notes on the Week Ahead

Author: Dr. David Kelly

Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management to help prepare you for the week ahead.
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A Season of Moderation in the Year of Boom and Doom
Episode 355
Monday, 12 October, 2026

This has been a year of distinct seasons for financial markets. The first quarter was dominated by the joint U.S./Israeli attack on Iran and its aftermath. The second was about booming tech earnings. The third quarter saw a sharp rise in long-term interest rates due, in part, to new leadership at the Federal Reserve. In the fourth quarter, the focus will be on U.S. midterm elections and their implications for the economy and markets.