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JPMorgan's David Kelly on Why Investors Should Turn to Global Markets

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Manage episode 486164551 series 3512301
Content provided by The Wall Street Journal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Wall Street Journal or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

On WSJ’s Take On the Week, co-hosts Telis Demos and Gunjan Banerji start the show by diving into the latest tariff updates. What does the ruling from the U.S. Court of International Trade mean for investors? Plus, the co-hosts look ahead to the upcoming jobs report for insight on economic uncertainties, including what indicators may point toward a recession.

Later on the show, David Kelly, J.P. Morgan Asset Management’s chief global strategist and head of the firm’s global market insights strategy team, explains why international markets are outperforming the U.S. and what the ongoing trade tensions mean for investors’ portfolios. He shares insights on the weakening U.S. dollar, the importance of global investment diversification, and which regions investors should keep in mind.

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected].

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com

Further Reading

Tariff Ruling Is a Setback for Trump but Doesn’t End Trade War

How the Reversal of the ‘American Exceptionalism’ Trade Is Rippling Around the Globe

As Markets Swooned, Pros Sold—and Individuals Pounced

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.

Sign up for the WSJ's free Markets A.M. newsletter.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

67 episodes

Artwork
iconShare
 
Manage episode 486164551 series 3512301
Content provided by The Wall Street Journal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Wall Street Journal or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

On WSJ’s Take On the Week, co-hosts Telis Demos and Gunjan Banerji start the show by diving into the latest tariff updates. What does the ruling from the U.S. Court of International Trade mean for investors? Plus, the co-hosts look ahead to the upcoming jobs report for insight on economic uncertainties, including what indicators may point toward a recession.

Later on the show, David Kelly, J.P. Morgan Asset Management’s chief global strategist and head of the firm’s global market insights strategy team, explains why international markets are outperforming the U.S. and what the ongoing trade tensions mean for investors’ portfolios. He shares insights on the weakening U.S. dollar, the importance of global investment diversification, and which regions investors should keep in mind.

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected].

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com

Further Reading

Tariff Ruling Is a Setback for Trump but Doesn’t End Trade War

How the Reversal of the ‘American Exceptionalism’ Trade Is Rippling Around the Globe

As Markets Swooned, Pros Sold—and Individuals Pounced

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.

Sign up for the WSJ's free Markets A.M. newsletter.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

67 episodes

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