Featured Research
EYE ON THE MARKET PERSPECTIVAS 2024: CONVERSACIONES CON LA ALMOHADA
La caída de la inflación en Estados Unidos y la posibilidad de bajada de los tipos por parte de la Reserva Federal acrecientan los rumores de un aterrizaje suave, en lugar de un aterrizaje duro y un mercado bajista. Nuestras Perspectivas 2024 se enfocan en la renta variable, la renta fija, China, Japón, las políticas antimonopolio, los medicamentos para la pérdida de peso y 10 sorpresas para el 2024.
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Economía y mercados
COVID: stimulus and valuations
Stimulus impact on credit and equity valuations; history of market bottoms.
18 sept. 2020
Economía y mercados
Pascal's Wager
Our annual energy paper, focusing on the energy transitions needed to meet climate goals.
21 abr. 2018
Economía y mercados
Many Rivers to Cross
Our annual energy paper, focusing on the many rivers to cross on the road to decarbonization.
15 abr. 2017
Economía y mercados
The ARC and the Covenants 4.0
Our latest analysis of the fiscal stress facing US states.
8 oct. 2018
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 in 2005, which covers a wide range of topics across markets, investments, economics, politics, energy, municipal finance and more.
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