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

Topics: A revised map of the United States; i...

: 18 minutes : 27-Jun-2022

Hydrogen use cases may be much narrower than ...

: 22 minutes : 15-Jun-2022

Fossil fuel bans, heat pumps and electrificat...

: 15 minutes : 26-May-2022

The slowdown induced by central bank tighteni...

: 10 minutes : 17-May-2022

We start with a summary of the energy landsca...

: 18 minutes : 11-May-2022

We continue with three topics on electrificat...

: 19 minutes : 11-May-2022

Surveying the Damage: Russia’s recurring wa...

: 15 minutes : 22-Mar-2022

The bulk of this note is on China, Russia’s...

: 12 minutes : 07-Mar-2022

Listen to Michael Cembalest, Chairman of Ma...

: 58 minutes : 04-Mar-2022

Topics: Tracking the market risk unwind; Supp...

: 15 minutes : 15-Feb-2022