What the new Fed chair could mean for markets

What the new Fed chair could mean for markets

From Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

February 12, 2026 · 20 min

About this episode

The episode discusses the implications of a new Fed chair on monetary policy and market dynamics.

Following the announcement of a new Fed chair, we explore the evolving landscape of monetary policy and its impact on markets. Our experts break down what a change at the top could mean for interest rates, inflation and the broader investment environment. The discussion covers the latest Fed meeting, the outlook for rate cuts and the influence of fiscal stimulus on consumer spending and market momentum. Gain insights into the dynamics of a tight, but not necessarily strong, labor market, the implications of shifting immigration trends and the potential for inflation to remain sticky in the months ahead. Join Jordan Jackson, Global Market Strategist, and Brandon Hall, Research Analyst, as they share their perspectives on the Fed’s direction, market positioning and what lies ahead for investors. Watch the video version on YouTube. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

People in this episode

Hosts: Dr. David Kelly, Gabriela Santos

Guests: Jordan Jackson, Brandon Hall

Topics covered

  • monetary policy
  • interest rates
  • inflation
  • investment environment
  • labor market
  • fiscal stimulus
  • consumer spending

Keywords

  • Fed chair
  • monetary policy
  • interest rates
  • inflation
  • fiscal stimulus
  • labor market
  • consumer spending

Mentioned in this episode

Organizations: J.P. Morgan Asset Management, Fed, Apple Podcasts, Spotify

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