HeyJaredEye On The Market
Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 1, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 22, 2026
Latest episodes
Rear Window (opens the original)
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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. Watch the video
The Year of the Trojan Fire Horse (opens the original)
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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. Watch the video
The Summer I Turned Pretty (opens the original)
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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. Watch the video
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