Online US Economy and Iran War 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
Libertarians at the Gate: the remarkable and disturbing last 72 hours in AI
A brief note on the extraordinary events of the last 72 hours: Anthropic power agreements, OpenAI Millennium and ARC prizes on remarkable jumps in model capabilities, disclosures by OpenAI and Anthropic regarding sandbox jailbreaks and coordinated AI agent swarm attacks, and the relentless campaign by frontier labs to argue for regulatory moats to dampen competitive threats from US/Chinese open models.
Read moreEconomy & Markets
Misanthropic
Misanthropic: on Mythos, bad human behaviors and systems vulnerabilities
Economy & 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.