Notes on the Week Ahead
by Dr. David Kelly
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Recent episodes
A Season of Moderation in the Year of Boom and Doom
Oct 12, 2026
14m 20s
The PCE-CPI Gap and the Outlook for Further Fed Tightening
Sep 21, 2026
12m 03s
The Fed Paints itself into a Rate-Hiking Corner
Sep 14, 2026
10m 46s
The New, New Normal
Sep 8, 2026
12m 22s
Labor Market Mysteries
Aug 31, 2026
10m 16s
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- 🇻🇳VN · Investing#107.5K to 92K
- 🇮🇳India · Investing#912.2K to 27K
- 🇲🇽Mexico · Investing#941.4K to 18K
- 🇹🇭TH · Investing#361.3K to 16K
- 🇨🇿CZ · Investing#271.3K to 16K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
16K to 196K🎙 Weekly cadence·350 episodes·Last published 1w ago - Monthly Reach
Unique listeners across all episodes (30 days)
32K to 392K🇺🇸71%🇻🇳13%🇮🇳4%+5 more - Active Followers
Loyal subscribers who consistently listen
18K to 216K
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 10/12/26 | A Season of Moderation in the Year of Boom and Doom | This has been a year of distinct seasons for financial markets. The first quarter was dominated by the joint U.S./Israeli attack on Iran and its aftermath. The second was about booming tech earnings. The third quarter saw a sharp rise in long-term interest rates due, in part, to new leadership at the Federal Reserve. In the fourth quarter, the focus will be on U.S. midterm elections and their implications for the economy and markets. | 14m 20s | ||||||
| 9/21/26 | The PCE-CPI Gap and the Outlook for Further Fed Tightening | On balance, I don’t believe that the Federal Reserve should have raised interest rates last week. However, I must confess that there was one reference in Chairman Warsh’s press conference that left me distinctly uneasy. He noted that year-over-year inflation rates, as measured by the core personal consumption expenditure (PCE) deflator and the core consumer price index (CPI) were running at about 3.2% and 2.4% respectively. | 12m 03s | ||||||
| 9/14/26 | The Fed Paints itself into a Rate-Hiking Corner | In the Broadway musical, Fiddler on the Roof, Tevye, the well-meaning patriarch of a poor family, has to make some tough choices in a complicated time. Tevye, (who always reminded me of my father-in-law, Bill), has trouble deciding and three times during the play the music comes to a halt as he wanders through a long soliloquy of “on the other hand’s”. The Federal Reserve also has a tough choice to make in a complicated time. We now believe that they will raise rates this week. However, it is important to understand the logical twists and turns needed to reach that conclusion in order to trace out a potential path forward for the economy, interest rates and asset class returns. To bring some structure to the argument, the issues can be divided into three sections: the economy, the FOMC itself and the importance of Fed credibility. | 10m 46s | ||||||
| 9/8/26 | economic growthinflation+3 | — | — | — | New Normallow growth+5 | — | 12m 22s | ||
| 8/31/26 | labor marketemployment+3 | — | Federal Reserve | — | labor marketunemployment+5 | — | 10m 16s | ||
| 8/25/26 | personal financebudgeting+3 | — | GodivaHershey | — | money managementaffordability+3 | — | 14m 45s | ||
| 8/10/26 | AIeconomy+4 | — | — | — | AI boomeconomy+5 | — | 13m 19s | ||
| 7/27/26 | inflationeconomics+4 | — | — | — | inflationjury+4 | — | 15m 56s | ||
| 7/20/26 | earnings seasonS&P500+3 | — | S&P500FactSet | — | earnings surgeS&P500 earnings+3 | — | 15m 35s | ||
| 7/13/26 | Federal Reservemonetary policy+3 | — | — | — | Federal ReserveAlan Greenspan+5 | — | 15m 30s | ||
| 7/6/26 | consumer sentimentstock market+3 | — | Guide to the Markets | United States | consumer sentimentstock market+4 | — | 12m 01s | ||
| 6/29/26 | housing marketreal estate+3 | — | — | — | housingreal estate+3 | — | 12m 16s | ||
| 6/22/26 | macroeconomic outlookmonetary policy+3 | — | Federal Reserve | Iran | macroeconomicsstock market+4 | — | 10m 31s | ||
| 6/15/26 | inflationFederal Reserve policy+3 | — | Federal Reserve | — | inflation rateCPI+3 | — | 13m 04s | ||
| 6/1/26 | investingeconomy+3 | — | Jersey Mike’s | CharlestonNew York+1 | investingeconomy+5 | — | 13m 19s | ||
| 5/25/26 | federal debteconomic analysis+3 | — | Federal ReserveFinancial Accounts of the United States | — | federal debtFederal Reserve+3 | — | 17m 08s | ||
| 5/4/26 | economic outlookquarter days+3 | — | 19th century English novels | — | quarter dayseconomic outlook+6 | — | 14m 31s | ||
| 4/20/26 | AIInflation+4 | — | Senate Banking CommitteeFederal Reserve | — | AIInflation+5 | — | 12m 00s | ||
| 4/13/26 | economic outlooknews analysis+3 | — | Evening HeraldEvening Press | Dublin | economic outlookevening newspapers+3 | — | 12m 03s | ||
| 3/30/26 | tariffstrade policy+3 | — | — | U.S. | tariffsstock prices+3 | — | 10m 52s | ||
| 3/24/26 | Federal Reservebalance sheet+3 | — | Federal Reserve | — | Federal Reservebalance sheet+3 | — | 13m 55s | ||
| 3/16/26 | marathon trainingfinancial advice+4 | — | — | NewtonWellesley | marathon trainingfinancial advisor+5 | — | 10m 10s | ||
| 3/9/26 | U.S. economyeconomic outlook+3 | — | Supreme CourtDetangling Solution for the Economic Outlook | — | U.S. economyeconomic forecast+3 | — | 9m 51s | ||
| 2/23/26 | tariffsSupreme Court decision+3 | — | Supreme CourtPresident+2 | — | tariffsSupreme Court+3 | — | 10m 39s | ||
| 2/17/26 | economic outlookinvesting+4 | — | — | — | economic outlookdetangling solution+3 | — | 10m 55s | ||
| 2/9/26 | financial marketsinvesting+3 | — | GoldSilver+3 | — | financial marketsgold+5 | — | 11m 42s | ||
| 2/2/26 | Federal Reserveleadership+4 | — | Federal Reserve | — | Federal ReserveKevin Warsh+4 | — | 8m 12s | ||
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Chart history for Notes on the Week Ahead
Peaked at #10 in VN, top 10 in 1 of 20 tracked markets, currently #10 in VN.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| VN | — | #10 | #10 | — |
| CZ | — | #27 | #27 | — |
| TH | — | #36 | #36 | — |
| VN | — | #69 | #69 | — |
| Netherlands | — | #78 | #78 | — |
| IS | — | #81 | #81 | — |
| GR | — | #88 | #88 | — |
| India | — | #91 | #91 | — |
| Mexico | — | #94 | #94 | — |
| CZ | — | #120 | #120 | — |
| KE | — | #121 | #121 | — |
| TH | — | #125 | #125 | — |
| Japan | — | #132 | #132 | — |
| ID | — | #144 | #144 | — |
| RO | — | #145 | #145 | — |
| HK | — | #154 | #154 | — |
| AR | — | #169 | #169 | — |
| TR | — | #179 | #179 | — |
| CL | — | #188 | #188 | — |
| CO | — | #193 | #193 | — |
Chart Positions
20 placements across 17 markets.
Chart Positions
20 placements across 17 markets.