Michael Cembalest Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management
Featured Research
Eye on the Market: coronavirus (COVID-19) research
Michael Cembalest, Chairman of Market and Investment Strategy, has compiled his extensive research on coronavirus. The compilation includes infection, mortality, economic and market research to date, and will be continuously updated.
Learn moreEconomia e mercados
COVID: stimulus and valuations
Stimulus impact on credit and equity valuations; history of market bottoms.
19 de set de 2020
Economia e mercados
Pascal's Wager
Our annual energy paper, focusing on the energy transitions needed to meet climate goals.
22 de abr de 2018
Economia e mercados
Many Rivers to Cross
Our annual energy paper, focusing on the many rivers to cross on the road to decarbonization.
16 de abr de 2017
Economia e mercados
The ARC and the Covenants 4.0
Our latest analysis of the fiscal stress facing US states.
9 de out de 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.