David Kelly
PulseAugur coverage of David Kelly — every cluster mentioning David Kelly across labs, papers, and developer communities, ranked by signal.
2 day(s) with sentiment data
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US National Debt Tops $40 Trillion, Bond Market Seen as Fiscal Disciplinarian
The U.S. national debt has surpassed $40 trillion, prompting concern among Wall Street strategists about its fiscal trajectory. Economists from J.P. Morgan Asset Management and Apollo Global Management point to a combin…
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US stock market valuation hits record high, fueled by AI, warns strategist
A top JPMorgan strategist has warned that the U.S. stock market's valuation, measured by the equity-to-GDP ratio, has reached an unprecedented level, exceeding 400% and significantly surpassing historical peaks like the…
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New framework offers causal explanations for image classifiers
Researchers have developed a novel black-box approach to computing explanations for image classifiers, grounded in the theory of actual causality. This new framework, implemented in a tool called ReX, aims to provide mo…
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Analysts warn of 1999-style tech bubble as AI stocks tumble
Market analysts are expressing concerns about a potential tech bubble, drawing parallels to the dot-com era of 1999. Recent market sell-offs, particularly in AI-linked megacaps and chipmakers like Nvidia, have shaken in…
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JPMorgan analyst maps 5 US debt crisis scenarios, worst more likely
David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, has outlined five potential scenarios for the trajectory of U.S. national debt over the next decade. Even his most optimistic projection sees the deb…