Featured Research
American Gothic
The Federal debt and how the Visigoths may try to break the system if no one fixes it.
Learn moreEconomy & Markets
13th Annual Energy Paper
Renewables are growing but don’t always behave the way you want them to.
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
Warren Peace
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
Economy & Markets
Fear of Flying
Equity markets are flying. So is COVID. So are corporate reactions to Congressional objectors.
Economy & Markets
COVID: stimulus and valuations
Stimulus impact on credit and equity valuations; history of market bottoms.
Economy & Markets
Fear of Flying
Equity markets are flying. So is COVID. So are corporate reactions to Congressional objectors.

Economy & Markets
Pascal's Wager
Our annual energy paper, focusing on the energy transitions needed to meet climate goals.
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 in 2005, which covers a wide range of topics across markets, investments, economics, politics, energy, municipal finance and more.