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Since 2005, Eye on the Market has provided insights covering a wide range of topics across markets, investments, economics, politics, energy, ... 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Learnmore Latest Trade Investments Politics Energy Municipals BearMarketBarometers Insights Containsaudio. Economy&Markets BearMarketBarometers Theslowdowninducedbycentralbanktighteningisjuststarting.Youcanbepatientwhenaddingrisktoportfolios;earnings… MichaelCembalest May17,2022 12thAnnualEnergyPaper Insights Economy&Markets 12thAnnualEnergyPaper Weexaminetheenergylandscapein2022,includingtheenergycrisisinEurope,deepdecarbonizationplansthrough… MichaelCembalest May04,2022 TheTideGoesOut:GrowthTradeAftermath Insights Containsaudio. Economy&Markets TheTideGoesOut:GrowthTradeAftermath GrowthTradeAftermath:assetallocation,equitymutualfundsandhedgefundsaftertheselloff MichaelCembalest Apr11,2022 SurveyingtheDamage Insights Containsaudio. Economy&Markets SurveyingtheDamage SurveyingtheDamage:Russia’srecurringwaronUkraine,equitymarketdeclinesandtheopportunityforbottom-fishinginvestor… MichaelCembalest Mar22,2022 ChinaandtheRussianinvasionofUkraine Insights Containsaudio. Economy&Markets ChinaandtheRussianinvasionofUkraine ChinaandtheRussianinvasionofUkraine;fullsteamaheadfortheFed;thepathsnottaken. MichaelCembalest Mar07,2022 Russia/Ukraineupdate:energyimplications Insights Economy&Markets Russia/Ukraineupdate:energyimplications ThebriefnotecoversthepriceEuropeisnowpayingforallowingitsenergyrelianceonRussiatoreachextremelevels,andth… MichaelCembalest Feb24,2022 Riskunwind,supplychainsandtheUkraine Insights Containsaudio. Economy&Markets Riskunwind,supplychainsandtheUkraine Trackingthemarketriskunwind;Supplychainupdate;Ukraine;InvasionoftheCOVIDBodySnatchers. MichaelCembalest Feb15,2022 TheMalteseFalcoin Insights Containsaudio. Economy&Markets TheMalteseFalcoin Oncryptocurrenciesandtheblockchain MichaelCembalest Feb03,2022 EyeontheMarketOutlook2022–Reflation:Endgame Insights Containsaudio. Economy&Markets EyeontheMarketOutlook2022–Reflation:Endgame Alookattheconsequencesofreflationforequitymarketsthatarealreadypricinginplentyofgoodnews. MichaelCembalest Jan01,2022 Manchinandthereconciliationbill Insights Economy&Markets Manchinandthereconciliationbill Youhaveallseenthenewsarticlesbynow.Theshortversion:PelosiencouragedHouseDemocratstopassabillthatManchin… MichaelCembalest Dec20,2021 2021HolidayEyeontheMarket:TheMiddleAges Insights Containsaudio. Economy&Markets 2021HolidayEyeontheMarket:TheMiddleAges Onequitymarkets,theLombards,SPACinvestors,Bone-setters,GeorgeWashington,COVIDbotsandOmicron MichaelCembalest Dec05,2021 ThanksgivingEyeontheMarket:“TheThing” Insights Containsaudio. Economy&Markets ThanksgivingEyeontheMarket:“TheThing” Somethingsjustcannotbetalkedabout. Sointhisyear’sThanksgivingpiece,Iwroteaboutsomethingelse. MichaelCembalest Nov15,2021 HelpWanted Insights Containsaudio. Economy&Markets HelpWanted Topics:Laborshortages,theissueofTaiwanandanupdateonthemostover-indebtedUSstates MichaelCembalest Oct20,2021 Dude,Where’sMyStuff? Insights Containsaudio. Economy&Markets Dude,Where’sMyStuff? Theglobalsupplychainmesswillrequireincreasedvaccinationandacquiredimmunity,semiconductorcapacityexpansionandthe… MichaelCembalest Sep27,2021 YourFall2021syllabus Insights Containsaudio. Economy&Markets YourFall2021syllabus Greetingsstudents.Welookforwardtoseeingyoubackoncampus.YourFall2021syllabusisattached.Syllabusupdate:Biology… MichaelCembalest Sep07,2021 Spaccinehesitancy Insights Containsaudio. Economy&Markets Spaccinehesitancy Topics:ifpeopleavoidedSPACsinsteadofavoidingCOVIDvaccines,theUSwouldbebothwealthierandclosertoherdimmunity… MichaelCembalest Aug18,2021 RedMedRedemption Insights Containsaudio. Economy&Markets RedMedRedemption RedMedRedemption:Avisualdepictionofpolitics,ideology,vaccineresistanceandtheDeltavariant.Othertopics:US… MichaelCembalest Jul26,2021 ThyBrother'sKeeper Insights Containsaudio. Economy&Markets ThyBrother'sKeeper Topics:Deltavariant;theFedasfirefighterandarsonist;US-Chinaeconomicdivorcepicksupsteam;andaunifiedtheoryof… MichaelCembalest Jul13,2021 FoodFight:2021privateequityupdate Insights Economy&Markets FoodFight:2021privateequityupdate Everytwoyears,wetakeacloselookattheperformanceoftheprivateequityindustrygivenitsrisingshareofinstitutional… MichaelCembalest Jun28,2021 Aninvestor'slookattheChinarecovery Insights Economy&Markets Aninvestor'slookattheChinarecovery Topics:Aninvestor’slookatChina’srecovery,theSinopharmvaccineandtheimportanceofscientificmethods MichaelCembalest Jun08,2021 Inflation.Duh! Insights Economy&Markets Inflation.Duh! ThisEyeontheMarketaddressesquestionswe’rereceivingonmarkets,inflation,ratesandcapitalgainstaxes,andconcludes… MichaelCembalest May24,2021 EleventhAnnualEnergyPaper2021 Insights Economy&Markets EleventhAnnualEnergyPaper2021 WeexaminewhenandhowrenewableenergytransitionsmightresultinpermanentreductionsinCO₂emissions. MichaelCembalest May04,2021 AbsoluteValue Insights Containsaudio. Economy&Markets AbsoluteValue Bidengoesforbrokeongrowth,drivingcoincidentandleadingindicatorstoall-timehighs;theValuerecoveryandwhereit… MichaelCembalest Apr15,2021 TheSmalligarchy Insights Economy&Markets TheSmalligarchy Howthenarrowestpoliticalmarginsindecadescoulddeliveroneofthebiggesttaxationandspendingincreasesinthepost-war… MichaelCembalest Apr02,2021 InterestratepretzelsandtheZoomshockonrealestate Insights Containsaudio. Economy&Markets InterestratepretzelsandtheZoomshockonrealestate Iflong-termUSinterestratesstaybelow2%,that’sagreatsignforequityinvestors.Butiftheydon’t…it’samazingtosee… MichaelCembalest Mar15,2021 TheAgony&TheEcstasy Insights Economy&Markets TheAgony&TheEcstasy Welookat40yearsofstockperformanceandexploretherisksandrewardsofaconcentratedstockposition. MichaelCembalest Mar12,2021 Veryshortstories Insights Containsaudio. Economy&Markets Veryshortstories Shortstoriesontheglobalrecovery,plummetingCOVIDinfections,LarrySummers&thebondmarket,SPACsponsors,renewable… MichaelCembalest Feb18,2021 HydraulicSpacking Insights Containsaudio. Economy&Markets HydraulicSpacking Inthismonth’snote,welookattheSPACcapitalraisingboomandBiden’searlystageenergypolicies. MichaelCembalest Feb08,2021 FearofFlying Insights Containsaudio. Economy&Markets FearofFlying Equitymarketsareflying.SoisCOVID.SoarecorporatereactionstoCongressionalobjectors. MichaelCembalest Jan19,2021 EyeontheMarketOutlook2021 Insights Containsaudio. Economy&Markets EyeontheMarketOutlook2021 Ourviewsonwhatwilldrivemarketsandtheeconomyin2021,aswellasthechallengeswefacethatstimulusandvaccinescan’… MichaelCembalest Jan01,2021 HolidayEyeontheMarket:TheWinterofOurDiscontent Insights Containsaudio. Economy&Markets HolidayEyeontheMarket:TheWinterofOurDiscontent ThebeliefinelectionillegitimacyisspreadingfasterthanCOVID.WithfieldreportingfromAlexanderFleming,RutherfordB… MichaelCembalest Dec15,2020 HolidayEyeontheMarket:TheWinterofOurDiscontent Insights Containsaudio. Economy&Markets HolidayEyeontheMarket:TheWinterofOurDiscontent ThebeliefinelectionillegitimacyisspreadingfasterthanCOVID.WithfieldreportingfromAlexanderFleming,RutherfordB… MichaelCembalest Dec15,2020 HolidayEyeontheMarket:TheWinterofOurDiscontent Insights Containsaudio. Economy&Markets HolidayEyeontheMarket:TheWinterofOurDiscontent ThebeliefinelectionillegitimacyisspreadingfasterthanCOVID.WithfieldreportingfromAlexanderFleming,RutherfordB… MichaelCembalest Dec15,2020 HolidayEyeontheMarket:TheWinterofOurDiscontent Insights Containsaudio. Economy&Markets HolidayEyeontheMarket:TheWinterofOurDiscontent ThebeliefinelectionillegitimacyisspreadingfasterthanCOVID.WithfieldreportingfromAlexanderFleming,RutherfordB… MichaelCembalest Dec15,2020 HolidayEyeontheMarket:TheWinterofOurDiscontent Insights Containsaudio. Economy&Markets HolidayEyeontheMarket:TheWinterofOurDiscontent ThebeliefinelectionillegitimacyisspreadingfasterthanCOVID.WithfieldreportingfromAlexanderFleming,RutherfordB… MichaelCembalest Dec15,2020 TheArmageddonists,Revisited Insights Containsaudio. Economy&Markets TheArmageddonists,Revisited TheArmageddonistswerenotrescuedfromunderperformancepurgatorybyCOVID,andmarketsareatall-timehighsagainwith… MichaelCembalest Nov19,2020 QuietFlowstheDon Insights Economy&Markets QuietFlowstheDon Forthefirsttimein100years,achallengerunseatedanincumbentPresidentatatimeofstrongeconomicandmarkettailwinds. MichaelCembalest Nov09,2020 SpecialEOTMElectionupdate:Pennsylvania,absentee… Insights Economy&Markets SpecialEOTMElectionupdate:Pennsylvania,absentee… DuringthePresident’sspeechonThursday,hemadeitclearthatthenextstepintheprocesswillbeawaveofGOPlitigation… MichaelCembalest Nov06,2020 CourtMarshall:Electionaftermathandimplications Insights Economy&Markets CourtMarshall:Electionaftermathandimplications Astheelectionoutcomeincreasinglylookslikeasplitdecision(PresidentBidenwithaGOPSenate),we’repreparingfor… MichaelCembalest Nov04,2020 CourtMarshall:Electionaftermathandimplications Insights Economy&Markets CourtMarshall:Electionaftermathandimplications Astheelectionoutcomeincreasinglylookslikeasplitdecision(PresidentBidenwithaGOPSenate),we’repreparingfor… MichaelCembalest Nov04,2020 CourtMarshall:Electionaftermathandimplications Insights Economy&Markets CourtMarshall:Electionaftermathandimplications Astheelectionoutcomeincreasinglylookslikeasplitdecision(PresidentBidenwithaGOPSenate),we’repreparingfor… MichaelCembalest Nov04,2020 CourtMarshall:Electionaftermathandimplications Insights Economy&Markets CourtMarshall:Electionaftermathandimplications Astheelectionoutcomeincreasinglylookslikeasplitdecision(PresidentBidenwithaGOPSenate),we’repreparingfor… MichaelCembalest Nov04,2020 CourtMarshall:Electionaftermathandimplications Insights Economy&Markets CourtMarshall:Electionaftermathandimplications Astheelectionoutcomeincreasinglylookslikeasplitdecision(PresidentBidenwithaGOPSenate),we’repreparingfor… MichaelCembalest Nov04,2020 TheUnitedStatesvsGoogle,andEuropevsCOVID Insights Economy&Markets TheUnitedStatesvsGoogle,andEuropevsCOVID We’veallbeenfocusedontheelectionrecently,butthereareothertopicsworthcoveringsincetheywillaffectmarkets… MichaelCembalest Oct23,2020 BuckleUp! Insights Containsaudio. Economy&Markets BuckleUp! Pre-electionprocessingofabsenteeballots;aCOVIDRorschachtest;TrumpandBidendeficitexplosions;Equitymarketimpacts. MichaelCembalest Oct13,2020 Election2020-PrayingforTime Insights Containsaudio. Economy&Markets Election2020-PrayingforTime TheelectionasreferendumonAmerica:howwelldoesthe“system”work,andforwhom? MichaelCembalest Oct01,2020 TheNeedleandtheDamageDone Insights Containsaudio. Economy&Markets TheNeedleandtheDamageDone Thelong-termfiscalandmonetarycostoftheUSrecoveryastheworldwaitsforavaccine;Bidenagendaontaxes/spending;Tec… MichaelCembalest Sep08,2020 TheNeedleandtheDamageDone Insights Containsaudio. Economy&Markets TheNeedleandtheDamageDone Thelong-termfiscalandmonetarycostoftheUSrecoveryastheworldwaitsforavaccine;Bidenagendaontaxes/spending;Tec… MichaelCembalest Sep08,2020 TheNeedleandtheDamageDone Insights Containsaudio. Economy&Markets TheNeedleandtheDamageDone Thelong-termfiscalandmonetarycostoftheUSrecoveryastheworldwaitsforavaccine;Bidenagendaontaxes/spending;Tec… MichaelCembalest Sep08,2020 TheNeedleandtheDamageDone Insights Containsaudio. Economy&Markets TheNeedleandtheDamageDone Thelong-termfiscalandmonetarycostoftheUSrecoveryastheworldwaitsforavaccine;Bidenagendaontaxes/spending;Tec… MichaelCembalest Sep08,2020 TheNeedleandtheDamageDone Insights Containsaudio. Economy&Markets TheNeedleandtheDamageDone Thelong-termfiscalandmonetarycostoftheUSrecoveryastheworldwaitsforavaccine;Bidenagendaontaxes/spending;Tec… MichaelCembalest Sep08,2020 TheNeedleandtheDamageDone Insights Containsaudio. Economy&Markets TheNeedleandtheDamageDone Thelong-termfiscalandmonetarycostoftheUSrecoveryastheworldwaitsforavaccine;Bidenagendaontaxes/spending;Tec… MichaelCembalest Sep08,2020 BlindedbyScience:theUSrecovery,virussurgeand… Insights Containsaudio. Economy&Markets BlindedbyScience:theUSrecovery,virussurgeand… TheUSrecovery;whydeathsaredivergingfromrisinginfections;theAmericanscientifictrustgapvstherestoftheworld;… MichaelCembalest Jul08,2020 BlindedbyScience:theUSrecovery,virussurgeand… Insights Containsaudio. Economy&Markets BlindedbyScience:theUSrecovery,virussurgeand… TheUSrecovery;whydeathsaredivergingfromrisinginfections;theAmericanscientifictrustgapvstherestoftheworld;… MichaelCembalest Jul08,2020 BlindedbyScience:theUSrecovery,virussurgeand… Insights Containsaudio. Economy&Markets BlindedbyScience:theUSrecovery,virussurgeand… TheUSrecovery;whydeathsaredivergingfromrisinginfections;theAmericanscientifictrustgapvstherestoftheworld;… MichaelCembalest Jul08,2020 BlindedbyScience:theUSrecovery,virussurgeand… Insights Containsaudio. Economy&Markets BlindedbyScience:theUSrecovery,virussurgeand… TheUSrecovery;whydeathsaredivergingfromrisinginfections;theAmericanscientifictrustgapvstherestoftheworld;… MichaelCembalest Jul08,2020 BlindedbyScience:theUSrecovery,virussurgeand… Insights Containsaudio. Economy&Markets BlindedbyScience:theUSrecovery,virussurgeand… TheUSrecovery;whydeathsaredivergingfromrisinginfections;theAmericanscientifictrustgapvstherestoftheworld;… MichaelCembalest Jul08,2020 BlindedbyScience:theUSrecovery,virussurgeand… Insights Containsaudio. Economy&Markets BlindedbyScience:theUSrecovery,virussurgeand… TheUSrecovery;whydeathsaredivergingfromrisinginfections;theAmericanscientifictrustgapvstherestoftheworld;… MichaelCembalest Jul08,2020 TenthAnnualEnergyPaper Insights Economy&Markets TenthAnnualEnergyPaper WeexaminewhenandhowrenewableenergytransitionsmightresultinpermanentreductionsinCO₂emissions. MichaelCembalest Jun29,2020 TheBounce Insights Economy&Markets TheBounce Ontherecoveryintheeconomyandmarkets;latestupdatesonsecondwaves,vaccinetimetablesandtheSwedenexperiment. MichaelCembalest Jun08,2020 Thedayafter:TrackingtherebirthoftheUSconsumer… Insights Economy&Markets Thedayafter:TrackingtherebirthoftheUSconsumer… Inthisweek’snote,weintroducereal-timedebitandcreditcardspendingdatatotracktherebirthoftheUSconsumer. MichaelCembalest May19,2020 Thedayafter:TrackingtherebirthoftheUSconsumer… Insights Economy&Markets Thedayafter:TrackingtherebirthoftheUSconsumer… Inthisweek’snote,weintroducereal-timedebitandcreditcardspendingdatatotracktherebirthoftheUSconsumer. MichaelCembalest May19,2020 Thedayafter:TrackingtherebirthoftheUSconsumer… Insights Economy&Markets Thedayafter:TrackingtherebirthoftheUSconsumer… Inthisweek’snote,weintroducereal-timedebitandcreditcardspendingdatatotracktherebirthoftheUSconsumer. MichaelCembalest May19,2020 Thedayafter:TrackingtherebirthoftheUSconsumer… Insights Economy&Markets Thedayafter:TrackingtherebirthoftheUSconsumer… Inthisweek’snote,weintroducereal-timedebitandcreditcardspendingdatatotracktherebirthoftheUSconsumer. MichaelCembalest May19,2020 Thedayafter:TrackingtherebirthoftheUSconsumer… Insights Economy&Markets Thedayafter:TrackingtherebirthoftheUSconsumer… Inthisweek’snote,weintroducereal-timedebitandcreditcardspendingdatatotracktherebirthoftheUSconsumer. MichaelCembalest May19,2020 ReadyorNot:TheUSpreparestoreopen Insights Containsaudio. Economy&Markets ReadyorNot:TheUSpreparestoreopen Thisweek,welookattheUSasitpreparestoreopendespitehavingoneofthehighestinfectionratesintheworld. MichaelCembalest May11,2020 State’sRights Insights Economy&Markets State’sRights ThelatestnewsonUSinfectiontrendsandreopeningplans,RemdesivirtrialresultsandwhetherUSfiscalstimulusis“enough”. MichaelCembalest May04,2020 Arewethereyet? Insights Economy&Markets Arewethereyet? Lockdownrelaxationandeconomicreawakening…arewethereyet?Also,areviewofthelatestregionalantibodytestresultsand… MichaelCembalest Apr27,2020 COVIDandculture Insights Economy&Markets COVIDandculture CollectivismvsIndividualismanditsimpactonCOVIDinfectionrates;whenUSstatesmightreopen;ahistoryofUSequitybottoms MichaelCembalest Apr20,2020 Theequityrallyandtheprospectsforherdimmunity Insights Economy&Markets Theequityrallyandtheprospectsforherdimmunity Therecentequityrallyandantibodyteststhatcouldsignaltheonsetofhigherlevelsofimmunity. MichaelCembalest Apr13,2020 Manvs.nature,partII Insights Economy&Markets Manvs.nature,partII Virustrendsandhead-fakes,convalescentplasmaandU.S.vs.Chinalockdowns. MichaelCembalest Apr06,2020 Manvsnature:Whatthegovernmentcanandcannotfix Insights Containsaudio. Economy&Markets Manvsnature:Whatthegovernmentcanandcannotfix Therearethingsthegovernmentcantryandfixduringapandemicandotherthingswhichitcan’t. MichaelCembalest Mar30,2020 Thevirus,JohnStuartMillandtheroadfromruinto… Insights Economy&Markets Thevirus,JohnStuartMillandtheroadfromruinto… Howquicklycountriesreboundfromcrisisandeconomichardship. MichaelCembalest Mar20,2020 ThePandemicGap Insights Economy&Markets ThePandemicGap Thecriticaldistinctionbetweenthe“infected”andthe“sick”,mortalityrates,andimportantcontextaroundtheSpanishFlu. MichaelCembalest Mar09,2020 BerningMan Insights Containsaudio. Economy&Markets BerningMan AnupdateontheDemocraticPrimary,andmoreonCOVID-19transmissiondynamics. MichaelCembalest Mar04,2020 COVID-19Update Insights Economy&Markets COVID-19Update Severity,consequencesandimplicationsforinvestors. MichaelCembalest Feb26,2020 MillionsandTrillions Insights Containsaudio. Economy&Markets MillionsandTrillions USmegacapstocksandhighmarketconcentration,DemocraticHealthcareplancosts,andadeepdiveonthestudentloancrisis. MichaelCembalest Feb06,2020 RottenTomatoes Insights Containsaudio. Economy&Markets RottenTomatoes ConsensusreactionstotheChina-USdealareveryskeptical,butmaybemissingthebroaderpoint. MichaelCembalest Jan17,2020 WarrenPeace Insights Containsaudio. Economy&Markets WarrenPeace AcloselookattheProgressiveAgenda,China’sdeterioratingwelcomematinDCandUSTechIPOs. Oct07,2019 Showmore TheNeedleandtheDamageDone Insights Containsaudio. Economy&Markets TheNeedleandtheDamageDone Thelong-termfiscalandmonetarycostoftheUSrecoveryastheworldwaitsforavaccine;Bidenagendaontaxes/spending;Tec… MichaelCembalest Sep08,2020 RottenTomatoes Insights Containsaudio. Economy&Markets RottenTomatoes ConsensusreactionstotheChina-USdealareveryskeptical,butmaybemissingthebroaderpoint. MichaelCembalest Jan17,2020 ThyBrother'sKeeper Insights Containsaudio. Economy&Markets ThyBrother'sKeeper Topics:Deltavariant;theFedasfirefighterandarsonist;US-Chinaeconomicdivorcepicksupsteam;andaunifiedtheoryof… MichaelCembalest Jul13,2021 FoodFight:2021privateequityupdate Insights Economy&Markets FoodFight:2021privateequityupdate Everytwoyears,wetakeacloselookattheperformanceoftheprivateequityindustrygivenitsrisingshareofinstitutional… MichaelCembalest Jun28,2021 AbsoluteValue Insights Containsaudio. Economy&Markets AbsoluteValue Bidengoesforbrokeongrowth,drivingcoincidentandleadingindicatorstoall-timehighs;theValuerecoveryandwhereit… MichaelCembalest Apr15,2021 TheSmalligarchy Insights Economy&Markets TheSmalligarchy Howthenarrowestpoliticalmarginsindecadescoulddeliveroneofthebiggesttaxationandspendingincreasesinthepost-war… MichaelCembalest Apr02,2021 InterestratepretzelsandtheZoomshockonrealestate Insights Containsaudio. Economy&Markets InterestratepretzelsandtheZoomshockonrealestate Iflong-termUSinterestratesstaybelow2%,that’sagreatsignforequityinvestors.Butiftheydon’t…it’samazingtosee… MichaelCembalest Mar15,2021 TheAgony&TheEcstasy Insights Economy&Markets TheAgony&TheEcstasy Welookat40yearsofstockperformanceandexploretherisksandrewardsofaconcentratedstockposition. MichaelCembalest Mar12,2021 Veryshortstories Insights Containsaudio. Economy&Markets Veryshortstories Shortstoriesontheglobalrecovery,plummetingCOVIDinfections,LarrySummers&thebondmarket,SPACsponsors,renewable… MichaelCembalest Feb18,2021 HydraulicSpacking Insights Containsaudio. Economy&Markets HydraulicSpacking Inthismonth’snote,welookattheSPACcapitalraisingboomandBiden’searlystageenergypolicies. MichaelCembalest Feb08,2021 FearofFlying Insights Containsaudio. Economy&Markets FearofFlying Equitymarketsareflying.SoisCOVID.SoarecorporatereactionstoCongressionalobjectors. MichaelCembalest Jan19,2021 EyeontheMarketOutlook2021 Insights Containsaudio. Economy&Markets EyeontheMarketOutlook2021 Ourviewsonwhatwilldrivemarketsandtheeconomyin2021,aswellasthechallengeswefacethatstimulusandvaccinescan’… MichaelCembalest Jan01,2021 TheArmageddonists,Revisited Insights Containsaudio. Economy&Markets TheArmageddonists,Revisited TheArmageddonistswerenotrescuedfromunderperformancepurgatorybyCOVID,andmarketsareatall-timehighsagainwith… MichaelCembalest Nov19,2020 CourtMarshall:Electionaftermathandimplications Insights Economy&Markets CourtMarshall:Electionaftermathandimplications Astheelectionoutcomeincreasinglylookslikeasplitdecision(PresidentBidenwithaGOPSenate),we’repreparingfor… MichaelCembalest Nov04,2020 BuckleUp! Insights Containsaudio. Economy&Markets BuckleUp! Pre-electionprocessingofabsenteeballots;aCOVIDRorschachtest;TrumpandBidendeficitexplosions;Equitymarketimpacts. MichaelCembalest Oct13,2020 TheUnitedStatesvsGoogle,andEuropevsCOVID Insights Economy&Markets TheUnitedStatesvsGoogle,andEuropevsCOVID We’veallbeenfocusedontheelectionrecently,butthereareothertopicsworthcoveringsincetheywillaffectmarkets… MichaelCembalest Oct23,2020 TheNeedleandtheDamageDone Insights Containsaudio. Economy&Markets TheNeedleandtheDamageDone Thelong-termfiscalandmonetarycostoftheUSrecoveryastheworldwaitsforavaccine;Bidenagendaontaxes/spending;Tec… MichaelCembalest Sep08,2020 COVID:stimulusandvaluations Insights Economy&Markets COVID:stimulusandvaluations Stimulusimpactoncreditandequityvaluations;historyofmarketbottoms. MichaelCembalest Sep19,2020 TheBounce Insights Economy&Markets TheBounce Ontherecoveryintheeconomyandmarkets;latestupdatesonsecondwaves,vaccinetimetablesandtheSwedenexperiment. MichaelCembalest Jun08,2020 ReadyorNot:TheUSpreparestoreopen Insights Containsaudio. Economy&Markets ReadyorNot:TheUSpreparestoreopen Thisweek,welookattheUSasitpreparestoreopendespitehavingoneofthehighestinfectionratesintheworld. MichaelCembalest May11,2020 State’sRights Insights Economy&Markets State’sRights ThelatestnewsonUSinfectiontrendsandreopeningplans,RemdesivirtrialresultsandwhetherUSfiscalstimulusis“enough”. MichaelCembalest May04,2020 Theequityrallyandtheprospectsforherdimmunity Insights Economy&Markets Theequityrallyandtheprospectsforherdimmunity Therecentequityrallyandantibodyteststhatcouldsignaltheonsetofhigherlevelsofimmunity. MichaelCembalest Apr13,2020 Manvsnature:Whatthegovernmentcanandcannotfix Insights Containsaudio. Economy&Markets Manvsnature:Whatthegovernmentcanandcannotfix Therearethingsthegovernmentcantryandfixduringapandemicandotherthingswhichitcan’t. MichaelCembalest Mar30,2020 PrivateEquityForecast:PlentyofDryPowder Insights Economy&Markets PrivateEquityForecast:PlentyofDryPowder Thelargeamountofcommittedandunspentprivateequitycapital,i.e.“drypower”,anditsimplicationsforinvestors. MichaelCembalest Nov19,2018 Showmore Veryshortstories Insights Containsaudio. Economy&Markets Veryshortstories Shortstoriesontheglobalrecovery,plummetingCOVIDinfections,LarrySummers&thebondmarket,SPACsponsors,renewable… MichaelCembalest Feb18,2021 FearofFlying Insights Containsaudio. Economy&Markets FearofFlying Equitymarketsareflying.SoisCOVID.SoarecorporatereactionstoCongressionalobjectors. MichaelCembalest Jan19,2021 JointSessionofCongressonJan6:rulesofengagement Insights Economy&Markets JointSessionofCongressonJan6:rulesofengagement TheJan6JointSessionisshapinguptobeaverycontentiousmeetingasCongresssortsoutcompetingslatesofelectorsand… MichaelCembalest Dec30,2020 HolidayEyeontheMarket:TheWinterofOurDiscontent Insights Containsaudio. Economy&Markets HolidayEyeontheMarket:TheWinterofOurDiscontent ThebeliefinelectionillegitimacyisspreadingfasterthanCOVID.WithfieldreportingfromAlexanderFleming,RutherfordB… MichaelCembalest Dec15,2020 TheArmageddonists,Revisited Insights Containsaudio. Economy&Markets TheArmageddonists,Revisited TheArmageddonistswerenotrescuedfromunderperformancepurgatorybyCOVID,andmarketsareatall-timehighsagainwith… MichaelCembalest Nov19,2020 QuietFlowstheDon Insights Economy&Markets QuietFlowstheDon Forthefirsttimein100years,achallengerunseatedanincumbentPresidentatatimeofstrongeconomicandmarkettailwinds. MichaelCembalest Nov09,2020 SpecialEOTMElectionupdate:Pennsylvania,absentee… Insights Economy&Markets SpecialEOTMElectionupdate:Pennsylvania,absentee… DuringthePresident’sspeechonThursday,hemadeitclearthatthenextstepintheprocesswillbeawaveofGOPlitigation… MichaelCembalest Nov06,2020 CourtMarshall:Electionaftermathandimplications Insights Economy&Markets CourtMarshall:Electionaftermathandimplications Astheelectionoutcomeincreasinglylookslikeasplitdecision(PresidentBidenwithaGOPSenate),we’repreparingfor… MichaelCembalest Nov04,2020 BuckleUp! Insights Containsaudio. Economy&Markets BuckleUp! Pre-electionprocessingofabsenteeballots;aCOVIDRorschachtest;TrumpandBidendeficitexplosions;Equitymarketimpacts. MichaelCembalest Oct13,2020 Election2020-PrayingforTime Insights Containsaudio. Economy&Markets Election2020-PrayingforTime TheelectionasreferendumonAmerica:howwelldoesthe“system”work,andforwhom? MichaelCembalest Oct01,2020 TheNeedleandtheDamageDone Insights Containsaudio. Economy&Markets TheNeedleandtheDamageDone Thelong-termfiscalandmonetarycostoftheUSrecoveryastheworldwaitsforavaccine;Bidenagendaontaxes/spending;Tec… MichaelCembalest Sep08,2020 Showmore EleventhAnnualEnergyPaper2021 Insights Economy&Markets EleventhAnnualEnergyPaper2021 WeexaminewhenandhowrenewableenergytransitionsmightresultinpermanentreductionsinCO₂emissions. MichaelCembalest May04,2021 Veryshortstories Insights Containsaudio. Economy&Markets Veryshortstories Shortstoriesontheglobalrecovery,plummetingCOVIDinfections,LarrySummers&thebondmarket,SPACsponsors,renewable… MichaelCembalest Feb18,2021 HydraulicSpacking Insights Containsaudio. Economy&Markets HydraulicSpacking Inthismonth’snote,welookattheSPACcapitalraisingboomandBiden’searlystageenergypolicies. MichaelCembalest Feb08,2021 BlindedbyScience:theUSrecovery,virussurgeand… Insights Containsaudio. Economy&Markets BlindedbyScience:theUSrecovery,virussurgeand… TheUSrecovery;whydeathsaredivergingfromrisinginfections;theAmericanscientifictrustgapvstherestoftheworld;… MichaelCembalest Jul08,2020 Pascal'sWager Insights Economy&Markets Pascal'sWager Ourannualenergypaper,focusingontheenergytransitionsneededtomeetclimategoals. MichaelCembalest Apr22,2018 ManyRiverstoCross Insights Economy&Markets ManyRiverstoCross Ourannualenergypaper,focusingonthemanyriverstocrossontheroadtodecarbonization. MichaelCembalest Apr16,2017 TheARCandtheCovenants4.0 Insights Economy&Markets TheARCandtheCovenants4.0 OurlatestanalysisofthefiscalstressfacingUSstates. MichaelCembalest Oct09,2018 TheARCandtheCovenants3.0 Insights Economy&Markets TheARCandtheCovenants3.0 ThetotalindebtednessofUScitiesandcounties,andthedifficultchoicesthatwillberequiredtomeetallfutureobligations. MichaelCembalest Sep21,2017 State’sRights Insights Economy&Markets State’sRights ThelatestnewsonUSinfectiontrendsandreopeningplans,RemdesivirtrialresultsandwhetherUSfiscalstimulusis“enough”. MichaelCembalest May04,2020   AbouttheEyeontheMarket   MichaelCembalestistheChairmanofMarketandInvestmentStrategyatJPMorganAssetManagement. Since2005,MichaelhasbeentheauthoroftheEyeontheMarketin2005,whichcoversawiderangeoftopicsacrossmarkets,investments,economics,politics,energy,municipalfinanceandmore. FollowMichaelonLinkedIn FollowMichael'spodcast Contactustodiscusshowwecanhelpyouexperiencethefullpossibilityofyourwealth. Pleasetellusaboutyourself,andourteamwillcontactyou.  *RequiredFields Contactustodiscusshowwecanhelpyouexperiencethefullpossibilityofyourwealth. Pleasetellusaboutyourself,andourteamwillcontactyou.  FirstName* EnteryourFirstName >orororororororor