47 épisodes

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

Eye On The Market Michael Cembalest

    • Investissement
    • 5.0 • 5 notes

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

    Fear of Flying

    Fear of Flying

    Equity markets are flying. So is COVID. So are corporate reactions to Congressional objectors.

    • 18 min
    Outlook 2021: The Hazmat Recovery

    Outlook 2021: The Hazmat Recovery

    Michael Cembalest’s views on what will drive markets and the economy in 2021, as well as the challenges we face that stimulus and vaccines can’t solve.

    • 10 min
    Holiday Eye on the Market: The Winter of Our Discontent

    Holiday Eye on the Market: The Winter of Our Discontent

    The belief in election illegitimacy is spreading faster than COVID. With field reporting from Alexander Fleming, Rutherford B Hayes, Richard III, Bob Newhart and the Attorney General of Ohio.

    • 14 min
    The Armageddonists, Revisited

    The Armageddonists, Revisited

    The Armageddonists were not rescued from underperformance purgatory by COVID, and markets are at all-time highs again with prospects for further gains in 2021.   However, I can think of something that could rescue them, at least temporarily: the risk of electoral illegitimacy and Constitutional mayhem on January 6th.

    • 14 min
    Quiet Flows the Don

    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 Republicans; it looks like divided government may remain. So, in this week’s Eye on the Market, a (possibly) divided government investor playbook. To conclude, comments on this morning’s Pfizer vaccine news and the road to herd immunity (approval, distribution and acceptance). 

    • 14 min
    Buckle Up

    Buckle Up

    The problem with states that do not allow pre-election processing of absentee ballots; a COVID Rorschach test; Trump and Biden deficit explosions, equity market impacts and trends that are being priced in as Democratic Sweep odds rise; Vaccine timing & virus-sensitive businesses.

    • 12 min

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