『Eye On The Market』のカバーアート

Eye On The Market

Eye On The Market

著者： Michael Cembalest
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Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.Copyright J.P. Morgan Asset Management 2026 個人ファイナンス 経済学
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  • Rear Window

    Rear Window
    2026/09/01

    Over the last year, the Eye on the Market included views on sectors, rates and currencies. For this back-to-school piece, I prepared a rear window post-mortem on each.

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    32 分
  • The Year of the Trojan Fire Horse

    The Year of the Trojan Fire Horse
    2026/08/12

    The Year of the Trojan Fire Horse: China’s imbalanced economy and unrelenting mercantilism

    While there’s plenty of evidence to support Stephen Roach’s thesis of unsustainable imbalances in China’s economy, China is living up to anthropomorphic characteristics of this year’s zodiac, the Fire Horse, in at least one regard: bold moves, self-reliance, speed, action and innovation in the energy transition.

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    20 分
  • The Summer I Turned Pretty

    The Summer I Turned Pretty
    2026/07/22

    I mean pretty as an adverb, as in pretty cautious on cyber risks, open and closed weight challenges to the frontier labs seeking to go public and some market technicals related to AI.

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    36 分
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