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
Too Long at the Fair
Time to retire the US/Emerging Markets barbell for a while.
Economy & 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
Reruns
Three reruns for investors: equity declines, Thucydides Trap update, and the Pitcairn Problem.
Economy & Markets
Too Long at the Fair
Time to retire the US/Emerging Markets barbell for a while.
Economy & Markets
Winter Heating
US economy stays warm, large language model battles get hot.
Economy & Markets
Reruns
Three reruns for investors: equity declines, Thucydides Trap update, and the Pitcairn Problem.
Economy & Markets
Reruns
Three reruns for investors: equity declines, Thucydides Trap update, and the Pitcairn Problem.
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.