The End of the Affair

FromEye On The Market

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The End of the Affair

FromEye On The Market

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Length:

27 minutes

Released:

Jan 1, 2023

Format:

Podcast episode

Description

The affair with the market catalysts of the last decade is over now, and a new era of investing begins

Released:

Jan 1, 2023

Format:

Podcast episode

Titles in the series (94)

Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.

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Private equity forecast: plenty of dry powder by Eye On The Market
6 min listen
Short People: the market rebound, and what comes next: Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth. *Disclaimer: This podcast is intended for informational / market commentary purpo... by Eye On The Market
7 min listen
The song remains the same: Michael Cembalest discusses his latest Eye on the Market, The song remains the same. Michael reviews current market dynamics, walks through four investment strategies that have performed well over multiple cycles as this one enters its latter stages, and... by Eye On The Market
9 min listen
The Arc and the Covenants: Michael Cembalest takes a unique look at US states, cities, and counties using his signature comprehensive debt ratio. While municipalities have time to address underfunded obligations, some face difficult trade-offs. Legal precedent shows that bondholde... by Eye On The Market
9 min listen
The Jaws of Victory: Michael Cembalest explores ways in which the current administration could negatively impact financial markets in the midst of an environment of generally rising growth, profits and capital spending with guest speaker, Jack Bartling, an international affa... by Eye On The Market
19 min listen
Pascal's Wager: Michael Cembalest discusses his annual energy paper, Pascal’s Wager, the argument that belief makes more sense than disbelief when the worst outcome is a total loss. He tackles the reality behind climate goals & decarbonization, electric vehicles, academ... by Eye On The Market
30 min listen
America, First: Michael Cembalest discusses his latest Eye on the Market: America, First. Michael reviews the strength of US equity markets so far this year in the context of fading fiscal and monetary stimulus, signs of fatigue in US tech stocks and potential ramificat... by Eye On The Market
11 min listen
Warren Peace by Eye On The Market
11 min listen
The Verdict: In this month’s podcast, Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors. *Disclaimer: This podcast is intended for informational / market comment... by Eye On The Market
10 min listen
The Late Show: Michael Cembalest discusses his latest Eye on the Market, The Late Show. He considers why despite strong US earnings growth and global expansion, equity markets remain flattish in 2018. He tackles the drivers of somewhat muted equity returns by focusing ... by Eye On The Market
10 min listen
The State of States, 2018: In this Eye on the Market, Michael provides an update on the credit risk of US states based on their unfunded pension and retiree healthcare obligations. Please see the podcast video or visit jpmorgan.com/eotm for the slide referenced. *Disclaimer: This ... by Eye On The Market
9 min listen
Good luck with that: In this year’s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years. *Disclaimer: This podcast is intended for informational / marke... by Eye On The Market
10 min listen
Chinese handcuffs: Michael Cembalest discusses his latest Eye on the Market. Topics include the underappreciated risks of Chinese retaliation against US companies doing business in China, and how a full-blown trade war and military conflict are far from inevitable given th... by Eye On The Market
8 min listen
Covid-19 Update: Michael discusses updates on the Covid19 crisis, including the potential path of decline in US infection rates, the impact of the new fed facilities, the difference between virus and serology testing, and the new vaccine efforts underway. by Eye On The Market
8 min listen
Blinded by Science: the US recovery, virus surge and scientific trust gap: US recovery marches on; why deaths are diverging from sharply rising infections; the American scientific trust gap vs the rest of the world; energy paper client Q&A. by Eye On The Market
12 min listen
How business cycles end: implications for investors: A brief note on the latest price action in equity markets, how business cycles end, and how markets are being left to fend for themselves without central bank intervention for the first time in 20 years. *Disclaimer: This podcast is intended for informat... by Eye On The Market
6 min listen
The Armageddonists!: The Armageddonists and the price of fame. by Eye On The Market
11 min listen
Quiet Flows the Don: For the first time in 100 years, a challenger unseated an incumbent President at a time of strong economic and market tailwinds. However, the election delivered a clearer referendum on the President himself than on policy issues dividing Democrats and Re... by Eye On The Market
14 min listen
Listen when people tell you who they are: Trump has been telling us who he is all along; I should have listened. A story in pictures.*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. Mo... by Eye On The Market
9 min listen
The room where it happens: Michael recaps the self-inflicted wounds of the Section 301 tariffs, and recaps his meetings in DC with a group of Congressmen to discuss debt, deficits and financial markets. *Disclaimer: This podcast is intended for informational / market commentary pu... by Eye On The Market
8 min listen
The Decline of Western Centralization, Part II by Eye On The Market
19 min listen
COVID-19 update: infection rates, medical research and equity markets: Michael discusses the coronavirus latest infection rates by country and latitude, anti-viral and vaccine efforts, and what equity markets are pricing in. by Eye On The Market
13 min listen
Ready or Not: The US prepares to reopen: An update on the COVID-19 crisis as the US prepares to reopen despite having one of the highest infection rates in the world. Additional topics: monoclonal antibodies and anti-viral trials; the growing gap between markets and the economy; S&P 500 earning... by Eye On The Market
14 min listen
Stargazing: Tenth Annual Eye on the Market Energy Paper: While COVID temporarily reduced global CO2 emissions to 2006 levels, a faster and broader renewable energy transition will be needed to result in more permanent reductions. This year’s topics include decarbonization of steel; the amount of energy storage... by Eye On The Market
17 min listen
COVID Research: Charts of the Week: US infection plateau; Liz Cheney; Hong Kong’s reaction to a mini second wave; Phase I Oxford vaccine antibody response; US spending and hospitalization trends; an update on infections in US hotspots and Latin America; Government march-in rights and herd ... by Eye On The Market
12 min listen
So Long Yellow Brick Road: An update from the front lines of the Trade War, with a focus on implications for investors by Eye On The Market
10 min listen
Red Med Redemption: Politics, vaccination resistance and the Delta variant; US economic recovery update; big tech reliance on acquisitions to fuel growth by Eye On The Market
12 min listen
War of the Worlds: 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. by Eye On The Market
11 min listen
Berning Man: 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 jus... by Eye On The Market
21 min listen
Fed Zeppelin: Is the Fed making a mistake?: The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market. This decision was made despite the lowest unemployment rate in 40 years. Does that make sense? Also, a possible deal with China. *Disclaimer: This po... by Eye On The Market
10 min listen

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The End of the Affair

The End of the Affair

Description

Titles in the series (94)

More Episodes from Eye On The Market