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
30 Insights That Defined 20 Years of Eye on the Market
Take a look back at 30 standout pieces which are just as relevant for the future as they were for the past.
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.