business

JPMorgan's Kelly Predicts Disinflation Trend Amid Lower Tariffs and Oil Flow

12 Ağustos 2026Bloomberg

David Kelly, the chief global strategist at JPMorgan Asset Management, predicts a disinflation trend in the US driven by decreasing tariff costs and the anticipated flow of oil from the Strait of Hormuz. In his appearance on 'Bloomberg Surveillance,' he critiques the Federal Reserve's communication strategy, suggest…
Kelly's insights highlight the complexities of current economic conditions and the potential for easing inflationary pressures.
The discussion around inflation has been a focal point for economists and policymakers, particularly in the wake of global events affecting oil supply and trade policies. The Federal Reserve's role in managing inflation expectations through interest rates and communication has come under scrutiny, especially as infl…
Kelly's analysis underscores a critical juncture for the Federal Reserve as it navigates inflation and communication strategies. By suggesting that disinflation is on the horizon, he challenges prevailing narratives about persistent inflation.

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