J.P. Morgan Asset Management

J.P. Morgan Asset Management CEO on AI: "We have 1,500 engineers"

11 takeaways: why $1.9T has left active mutual funds for ETFs, why the firm is betting 100% on active management, and why its CEO says "semi-liquid…

3 hrs ago • Scuttlebutt

Yields over 5% are a gift unless the Fed hikes 6 times in all, J.P. Morgan AM's CIO finds

9 calls: why he keeps buying bonds after last week's selloff, why the Fed's real inflation target is the mid-2s, and why he prefers corporate credit to…

Sep 29 • Scuttlebutt

David Kelly: the Fed will hike to protect its credibility, not to fight inflation

9 calls: Why 3-month job growth of 71K argues against a hike, what the 10-year inflation expectation is really saying, and the vote count he expects on…

Sep 15 • Scuttlebutt

David Kelly: 3.7 million missing workers are why 46,000 jobs a month still lowers unemployment | Notes on the Week Ahead

Why aging explains most of the fall in participation, why weak wage gains make a price-wage spiral impossible, and why he says markets may have moved…

Sep 1 • Scuttlebutt

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