Michael Cembalest Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management
Featured Research
Eye on the Market Outlook 2025: The Alchemists
Deregulation, deportations, tariffs, tax cuts, cost cutting, crypto, oil & gas, medical freedom and Agency purges: What could possibly go wrong? Sections include the AI Golden Goose, the invisible nuclear renaissance, DOGE Quixote, the two China traps, Dr. Seuss goes to Europe, a crypto update and the 2025 Top Ten list.
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
Man vs. nature, part II
Virus trends and head-fakes, convalescent plasma and U.S. vs. China lockdowns.
Apr 6, 2020
Economy & Markets
Berning Man
An update on the Democratic Primary, and more on COVID-19 transmission dynamics.
Mar 4, 2020
Economy & Markets
COVID-19 Update
Severity, consequences and implications for investors.
Feb 26, 2020
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
Man vs. nature, part II
Virus trends and head-fakes, convalescent plasma and U.S. vs. China lockdowns.
Apr 6, 2020
Economy & Markets
Berning Man
An update on the Democratic Primary, and more on COVID-19 transmission dynamics.
Mar 4, 2020
Economy & Markets
COVID-19 Update
Severity, consequences and implications for investors.
Feb 26, 2020
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