2026 will be year of fiscal stimulus, 'debt and deficit going higher', says JPMorgan's David Kelly
Portfolio Pulse from
David Kelly, Chief Global Strategist at JPMorgan Asset Management, forecasts significant fiscal stimulus in 2026, anticipating higher debt and deficit levels. His comments suggest potential macroeconomic shifts that could impact market dynamics and government spending strategies.
March 26, 2025 | 9:45 pm
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NEUTRAL IMPACT
David Kelly's projection of fiscal stimulus and rising debt could influence market sentiment and JPMorgan's strategic positioning.
While the news directly involves a JPMorgan executive, the forecast is a general economic outlook that may not dramatically impact JPM's stock in the short term. The neutral score reflects balanced potential market implications.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 70