Featured Research
Eye on the Market Outlook 2025: The Alchemists
Deregulation, deportations, tariffs, tax cuts, cost cutting, crypto, oil & gas, medical freedom and Agency purges: What could possibly go wrong? Sections include the AI Golden Goose, the invisible nuclear renaissance, DOGE Quixote, the two China traps, Dr. Seuss goes to Europe, a crypto update and the 2025 Top Ten list.
Read moreEconomy & Markets
Mr. Toad's Wild Ride: The impact of underperforming 2020…
The impact of underperforming 2020 and 2021 US IPOs.
Economy & Markets
Too Long at the Fair
Time to retire the US/Emerging Markets barbell for a while.
Economy & Markets
13th Annual Energy Paper (2023)
Renewables are growing but don’t always behave the way you want them to.
Economy & Markets
Silicon Valley Bank failure
One of these things is not like the other, and that thing is Silicon Valley Bank.
Economy & Markets
Winter Heating
US economy stays warm, large language model battles get hot.
Economy & Markets
American Gothic
The Federal debt and how the Visigoths may try to break the system if no one fixes it.
Economy & Markets
The Agony & The Ecstasy
The risks and rewards of a concentrated stock position.
Economy & Markets
Reruns
Three reruns for investors: equity declines, Thucydides Trap update, and the Pitcairn Problem.
Economy & Markets
Help Wanted
Topics: Labor shortages, the issue of Taiwan and an update on the most over-indebted US states
Economy & Markets
Fear of Flying
Equity markets are flying. So is COVID. So are corporate reactions to Congressional objectors.
Economy & Markets
Man vs. nature, part II
Virus trends and head-fakes, convalescent plasma and U.S. vs. China lockdowns.
Economy & Markets
Berning Man
An update on the Democratic Primary, and more on COVID-19 transmission dynamics.
Economy & Markets
COVID-19 Update
Severity, consequences and implications for investors.
Economy & Markets
Mr. Toad's Wild Ride: The impact of underperforming 2020…
The impact of underperforming 2020 and 2021 US IPOs.
Economy & Markets
Too Long at the Fair
Time to retire the US/Emerging Markets barbell for a while.
Economy & Markets
Silicon Valley Bank failure
One of these things is not like the other, and that thing is Silicon Valley Bank.
Economy & Markets
Winter Heating
US economy stays warm, large language model battles get hot.
Economy & Markets
American Gothic
The Federal debt and how the Visigoths may try to break the system if no one fixes it.
Economy & Markets
Reruns
Three reruns for investors: equity declines, Thucydides Trap update, and the Pitcairn Problem.
Economy & Markets
Help Wanted
Topics: Labor shortages, the issue of Taiwan and an update on the most over-indebted US states
Economy & Markets
Fear of Flying
Equity markets are flying. So is COVID. So are corporate reactions to Congressional objectors.
Economy & Markets
Man vs. nature, part II
Virus trends and head-fakes, convalescent plasma and U.S. vs. China lockdowns.
Economy & Markets
Berning Man
An update on the Democratic Primary, and more on COVID-19 transmission dynamics.
Economy & Markets
COVID-19 Update
Severity, consequences and implications for investors.
Economy & Markets
American Gothic
The Federal debt and how the Visigoths may try to break the system if no one fixes it.
Economy & Markets
Reruns
Three reruns for investors: equity declines, Thucydides Trap update, and the Pitcairn Problem.
Economy & Markets
Fear of Flying
Equity markets are flying. So is COVID. So are corporate reactions to Congressional objectors.
Economy & Markets
Berning Man
An update on the Democratic Primary, and more on COVID-19 transmission dynamics.
Economy & Markets
13th Annual Energy Paper (2023)
Renewables are growing but don’t always behave the way you want them to.
About the Eye on the Market
Michael Cembalest is the Chairman of Market and Investment Strategy at JP Morgan Asset Management. Since 2005, Michael has been the author of the Eye on the Market, which covers a wide range of topics across markets, investments, economics, politics, energy, municipal finance and more.