Michael Cembalest Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management
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
Börsenstand- punktänderungs- präsident
While the markets may have forced the President’s hand to change tack on tariffs, the revised announcement still entails the highest tariff rates in 100 years, subject to some necessary assumptions regarding what happens to $460 bn of US imports from China.
Read moreEconomy & Markets
Mr. Toad's Wild Ride: The impact of underperforming 2020…
The impact of underperforming 2020 and 2021 US IPOs.
Jul 18, 2023
Economy & Markets
Too Long at the Fair
Time to retire the US/Emerging Markets barbell for a while.
May 23, 2023
Economy & Markets
13th Annual Energy Paper (2023)
Renewables are growing but don’t always behave the way you want them to.
Mar 28, 2023
Economy & Markets
Silicon Valley Bank failure
One of these things is not like the other, and that thing is Silicon Valley Bank.
Mar 10, 2023
Economy & Markets
Winter Heating
US economy stays warm, large language model battles get hot.
Feb 21, 2023
Economy & 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
The Agony & The Ecstasy
The risks and rewards of a concentrated stock position.
Nov 29, 2022
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
Mr. Toad's Wild Ride: The impact of underperforming 2020…
The impact of underperforming 2020 and 2021 US IPOs.
Jul 18, 2023
Economy & Markets
Too Long at the Fair
Time to retire the US/Emerging Markets barbell for a while.
May 23, 2023
Economy & Markets
Silicon Valley Bank failure
One of these things is not like the other, and that thing is Silicon Valley Bank.
Mar 10, 2023
Economy & Markets
Winter Heating
US economy stays warm, large language model battles get hot.
Feb 21, 2023
Economy & 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
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
Fear of Flying
Equity markets are flying. So is COVID. So are corporate reactions to Congressional objectors.
Jan 19, 2021
Economy & Markets
13th Annual Energy Paper (2023)
Renewables are growing but don’t always behave the way you want them to.
Mar 28, 2023
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.