Скачать или смотреть JPMorgan Chief Strategist on Tariffs, Investing Abroad and More | WSJ’s Take On the Week

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.

Chapters:
00:00 Introduction to this week’s guest
00:50 Is the trade war over?
04:30 What the jobs report tells us
06:20 JPMorgan’s Chief Global Strategist David Kelly joins
08:50 Decline of the U.S. dollar
10:15 The role of tariffs and tariff uncertainty
14:00 American investors: “Keep Calm and Carry On”
18:10 What investors should consider about international stocks
19:30 The strength of the U.S. tech sector
21:00 The global markets investors should pay attention to
23:40 The value of the bond market
25:20 If America sneezes...does the whole world catch a cold?
26:40 David Kelly’s international pick

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].

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