PodcastNotes on the Week AheadOctober 12, 2026
A Season of Moderation in the Year of Boom and Doom
Strategist David Kelly outlines a moderating US economy: slowing GDP growth, slow hiring and wages, easing inflation, a hawkish-but-cautious Fed, strong Q3 earnings, and the bull market's anniversary.
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.