Michael Cembalest Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management
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
American Gothic
The Federal debt and how the Visigoths may try to break the system if no one fixes it.
Jan 24, 2023
Economy & Markets
Reruns
Three reruns for investors: equity declines, Thucydides Trap update, and the Pitcairn Problem.
Oct 19, 2022
Economy & Markets
Help Wanted
Topics: Labor shortages, the issue of Taiwan and an update on the most over-indebted US states
Oct 20, 2021
Economy & Markets
Fear of Flying
Equity markets are flying. So is COVID. So are corporate reactions to Congressional objectors.
Jan 19, 2021
Economy & Markets
Man vs. nature, part II
Virus trends and head-fakes, convalescent plasma and U.S. vs. China lockdowns.
Apr 06, 2020
Economy & Markets
Berning Man
An update on the Democratic Primary, and more on COVID-19 transmission dynamics.
Mar 04, 2020
Economy & Markets
COVID-19 Update
Severity, consequences and implications for investors.
Feb 26, 2020
Economy & Markets
Warren Peace
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
Oct 07, 2019

Economy & Markets
The Agony & The Ecstasy
The risks and rewards of a concentrated stock position.
Nov 30, 2022
Economy & Markets
Fear of Flying
Equity markets are flying. So is COVID. So are corporate reactions to Congressional objectors.
Jan 19, 2021
Economy & Markets
COVID: stimulus and valuations
Stimulus impact on credit and equity valuations; history of market bottoms.
Sep 19, 2020
Economy & Markets
Fear of Flying
Equity markets are flying. So is COVID. So are corporate reactions to Congressional objectors.
Jan 19, 2021
Economy & Markets
Pascal's Wager
Our annual energy paper, focusing on the energy transitions needed to meet climate goals.
Apr 21, 2018
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.