Eye On The Market
Man vs Nature

Man vs Nature

March 29, 2020

Michael discusses what the government can and can not fix during a pandemic. In particular, he walks through US high frequency manufacturing and consumer data, the Fed measures, the studies on Chloroquine, and infection outbreak prediction models.

COVID-19 update: infection rates, medical research and equity markets

COVID-19 update: infection rates, medical research and equity markets

March 23, 2020

Michael discusses the coronavirus latest infection rates by country and latitude, anti-viral and vaccine efforts, and what equity markets are pricing in.

Berning Man

Berning Man

March 5, 2020

An update on the Democratic Primary. Confounding almost every forecast we saw last week, Senator Biden appears to have emerged from Super Tuesday with a sizeable delegate lead. Why might the night have turned out so differently from what was expected just a few days ago? This week's note includes some charts and exhibits to think about.

Millions and Trillions

Millions and Trillions

February 5, 2020

Answers to questions on the coronavirus, US megacap stocks, the cost of Democratic Healthcare plans, the Iowa caucus and the problem with the student loan system.

Rotten Tomatoes

Rotten Tomatoes

January 17, 2020

Consensus reactions to the Phase I US-China deal are very skeptical, but may be missing the broader point.

Ghosts of Christmas Past

Ghosts of Christmas Past

December 31, 2019

Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.

War of the Worlds

War of the Worlds

December 4, 2019

In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.

The Armageddonists!

The Armageddonists!

November 8, 2019

The Armageddonists and the price of fame.

Warren Peace

Warren Peace

October 6, 2019

A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.

 

*Disclaimer: This podcast is intended for informational / market commentary purposes only, and is a J.P. Morgan Asset Management communication on behalf of J.P. Morgan Institutional Investments, Inc. a Member of FINRA. The views and opinions expressed herein constitutes Michael Cembalest’s judgment based on current market conditions and are subject to change without notice, and may differ from those expressed by other areas of J.P. Morgan Chase & Co., its employees, subsidiaries and affiliates worldwide. Views may not be suitable for all investors, and are not intended as personal investment, tax, legal accounting advice or as a solicitation or recommendation. Outlooks and Past Performance are never guarantees of future results. This is not investment research. This podcast should not be copied, distributed, published or reproduced, in whole or part, without our express permission. We believe the information contained in this material to be reliable but do not represent or warrant its accuracy, reliability or completeness, or accept any liability for any loss or damage arising out of its use. https://jpmorgan.com/disclaimer-eotm © 2019 JPMorgan Chase & Co.

So Long Yellow Brick Road

So Long Yellow Brick Road

September 3, 2019

An update from the front lines of the Trade War, with a focus on implications for investors