Featured Research
The Rasputin Effect: Global resilience to higher rates
Explaining global economic and equity market resilience.
Learn 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
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
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
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
13th Annual Energy Paper
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.