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Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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The impacts of immigration

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Manage episode 436909326 series 29071
Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Watch the video version on YouTube.

So far, this U.S. election cycle has been nothing short of turbulent and a looming source of volatility for much of this year. With the summer now behind us and November quickly approaching, investors should more seriously consider the implications of the upcoming election, and the opportunities and risks that may arise from it. That is why for the 11th season of Insights Now, titled “The policy and investment implications of the U.S. election,” David and I will discuss topics at the forefront of this election season, and explore the impacts proposed policies could have on the markets and economy. We’ll cover a range of topics, from immigration and tariffs to taxes and Fed independence, so tune in to stay informed on what could drive volatility heading into November, and how you can better prepare your portfolio for a post-election world.

Over the past year and a half, surging immigration has helped boost labor supply at a time when U.S. demographic trends were sluggish and recession fears were elevated, providing a nice tailwind for the labor market and the economy more broadly. At the same time, immigration has caused significant stress for migrants and the communities that they arrive in, making the issue one of the most politically sensitive topics this election season. For our conversation, we will focus on the magnitude of the recent immigration surge, discuss how long it can continue and explore what it might mean for the economy and corporate profits moving forward.

To dive deeper into all this, Gabriela Santos, Chief Market Strategist for the Americas, will be co-hosting this season and will be joined by the usual host of the show, Dr. David Kelly, Chief Global Strategist here at J.P. Morgan Asset Management.

Resources:

For more resources on the U.S. elections visit our Election Insights hub

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

  continue reading

114 에피소드

Artwork

The impacts of immigration

Insights Now

79 subscribers

published

icon공유
 
Manage episode 436909326 series 29071
Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Watch the video version on YouTube.

So far, this U.S. election cycle has been nothing short of turbulent and a looming source of volatility for much of this year. With the summer now behind us and November quickly approaching, investors should more seriously consider the implications of the upcoming election, and the opportunities and risks that may arise from it. That is why for the 11th season of Insights Now, titled “The policy and investment implications of the U.S. election,” David and I will discuss topics at the forefront of this election season, and explore the impacts proposed policies could have on the markets and economy. We’ll cover a range of topics, from immigration and tariffs to taxes and Fed independence, so tune in to stay informed on what could drive volatility heading into November, and how you can better prepare your portfolio for a post-election world.

Over the past year and a half, surging immigration has helped boost labor supply at a time when U.S. demographic trends were sluggish and recession fears were elevated, providing a nice tailwind for the labor market and the economy more broadly. At the same time, immigration has caused significant stress for migrants and the communities that they arrive in, making the issue one of the most politically sensitive topics this election season. For our conversation, we will focus on the magnitude of the recent immigration surge, discuss how long it can continue and explore what it might mean for the economy and corporate profits moving forward.

To dive deeper into all this, Gabriela Santos, Chief Market Strategist for the Americas, will be co-hosting this season and will be joined by the usual host of the show, Dr. David Kelly, Chief Global Strategist here at J.P. Morgan Asset Management.

Resources:

For more resources on the U.S. elections visit our Election Insights hub

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

  continue reading

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