Trump Policy Impact Tracker:
We are actively monitoring Trump policies that materially affect the economy and corporate sector. The tracker monitors inflation expectations, markets, growth, capital spending, consumer sentiment, earnings expectations, energy production, inflation, wages, import prices, fiscal data, immigration and M&A activity.
Featured Research
Fair Shakes
Fair Shakes: assessing US earnings and economic trends during one of the broadest policy shifts since FDR
Read moreEconomy & Markets
Winter Heating
US economy stays warm, large language model battles get hot.
Economy & Markets
The Agony & The Ecstasy
The risks and rewards of a concentrated stock position.
Economy & Markets
Winter Heating
US economy stays warm, large language model battles get hot.
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.