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

Eye On The Market Michael Cembalest

    • Geldanlage

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

    Man vs Nature

    Man vs Nature

    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.

    • 10 Min.
    COVID-19 update: infection rates, medical research and equity markets

    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.

    • 12 Min.
    Berning Man

    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 just a few days ago? This week's note includes some charts and exhibits to think about.

    • 20 Min.
    Millions and Trillions

    Millions and Trillions

    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.

    • 17 Min.
    Rotten Tomatoes

    Rotten Tomatoes

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

    • 8 Min.
    Ghosts of Christmas Past

    Ghosts of Christmas Past

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

    • 15 Min.

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