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
Eye on the Market Outlook 2026: Smothering Heights
The market cap of four hyperscalers and the semiconductor ecosystem companies they rely on has grown from $3 trillion to $18 trillion in just a few years, and a broader group of 42 AI related companies has generated 65%-75% of S&P 500 earnings, profits and capital spending since ChatGPT’s launch in November 2022.
Read moreEconomy & 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.