David Kelly - 15th of April 2026

The global economy has endured multiple shocks in recent years and is currently coping with a fresh surge in energy prices as a result of conflict in the Middle East. In this edition of IIEA Insights, Dr David Kelly will assess the implications for inflation and economic growth from his position on Wall Street. He will also discuss a range of other issues, including the potential productivity gains from AI, the medium and long term effects of tariffs and the efficacy of monetary policy. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management in New York. His research focuses on the investment implications of an evolving economic environment, while his proprietary U.S. economic forecasting model helps shape his views on both the economic landscape and prospective asset class returns. He is a frequent keynote speaker at investment conferences in the US and a regular guest on CNBC, Bloomberg, and other financial media outlets. He previously served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill. Born in Dublin, he is a graduate of U.C.D. and Michigan State University.