David Kelly

David Kelly is chief global strategist at J.P. Morgan Asset Management
David Kelly is chief global strategist at J.P. Morgan Asset Management

Latest from David Kelly

Macroscope | The US leads the economic pack – here are three reasons why it won’t last

The US has outperformed Europe and Japan in the first quarter and probably will again in the second, but its fading fiscal stimulus, monetary tightening and dwindling labour supply mean a contraction is coming.

15 Jun 2018 - 10:57PM

The US has outperformed Europe and Japan in the first quarter and probably will again in the second, but its fading fiscal stimulus, monetary tightening and dwindling labour supply mean a contraction is coming.

The US leads the economic pack  – here are three reasons why it won’t last