Michael Cembalest Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management
Featured Research

A Piece of the Action
Investing in professional sports leagues and related businesses. As rules around private equity ownership of sports leagues expand, we review team valuations and profitability, emerging sports categories, streaming and broadcast revenues, the decline of regional sports networks, drivers and comparisons of league parity, relegation and financial pressures in the English Premier League, stadium subsidies, sports betting and other adjacent businesses, antitrust issues, the esports winter, the worst teams that money can buy and the best basketball players of all time.


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Economy & Markets
Mr. Toad's Wild Ride: The impact of underperforming 2020…
The impact of underperforming 2020 and 2021 US IPOs.
Jul 18, 2023


Economy & Markets
Too Long at the Fair
Time to retire the US/Emerging Markets barbell for a while.
May 23, 2023


Economy & Markets
13th Annual Energy Paper (2023)
Renewables are growing but don’t always behave the way you want them to.
Mar 28, 2023

Economy & Markets
Silicon Valley Bank failure
One of these things is not like the other, and that thing is Silicon Valley Bank.
Mar 10, 2023

Economy & Markets
Winter Heating
US economy stays warm, large language model battles get hot.
Feb 21, 2023

Economy & Markets
American Gothic
The Federal debt and how the Visigoths may try to break the system if no one fixes it.
Jan 24, 2023




Economy & Markets
Reruns
Three reruns for investors: equity declines, Thucydides Trap update, and the Pitcairn Problem.
Oct 19, 2022

Economy & Markets
Help Wanted
Topics: Labor shortages, the issue of Taiwan and an update on the most over-indebted US states
Oct 20, 2021


Economy & Markets
Fear of Flying
Equity markets are flying. So is COVID. So are corporate reactions to Congressional objectors.
Jan 19, 2021









Economy & Markets
Mr. Toad's Wild Ride: The impact of underperforming 2020…
The impact of underperforming 2020 and 2021 US IPOs.
Jul 18, 2023


Economy & Markets
Too Long at the Fair
Time to retire the US/Emerging Markets barbell for a while.
May 23, 2023



Economy & Markets
Winter Heating
US economy stays warm, large language model battles get hot.
Feb 21, 2023

Economy & Markets
American Gothic
The Federal debt and how the Visigoths may try to break the system if no one fixes it.
Jan 24, 2023


Economy & Markets
Reruns
Three reruns for investors: equity declines, Thucydides Trap update, and the Pitcairn Problem.
Oct 19, 2022


Economy & Markets
Fear of Flying
Equity markets are flying. So is COVID. So are corporate reactions to Congressional objectors.
Jan 19, 2021






Economy & Markets
American Gothic
The Federal debt and how the Visigoths may try to break the system if no one fixes it.
Jan 24, 2023


Economy & Markets
Reruns
Three reruns for investors: equity declines, Thucydides Trap update, and the Pitcairn Problem.
Oct 19, 2022


Economy & Markets
Fear of Flying
Equity markets are flying. So is COVID. So are corporate reactions to Congressional objectors.
Jan 19, 2021


Economy & Markets
13th Annual Energy Paper (2023)
Renewables are growing but don’t always behave the way you want them to.
Mar 28, 2023
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.