Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, po
We continue with two topics on electrification, which is the foundation of many deep decarbonization
We start with a summary of the energy landscape, including the energy crisis in Europe, the recovery
Surveying the Damage: Russia’s recurring war on Ukraine, equity market declines and the opportunity
The bulk of this note is on China, Russia’s invasion of Ukraine and the surge in natural gas, oil, c
Listen to Michael Cembalest, Chairman of Market and Investment Strategy, Monica Dicenso, Head of Glo
Topics: Tracking the market risk unwind; Supply chain update; Ukraine; Invasion of the COVID Body Sn
On equity markets, the Lombards, SPAC investors, Bone-setters, George Washington, COVID bots and Omi
Some things just cannot be talked about. So in this year’s Thanksgiving piece, I wrote about somethi
“Help Wanted”. We expect semiconductor, vehicle and other goods bottlenecks to resolve themselves in
The global supply chain mess will require increased global vaccination and acquired immunity, semico
Topics: if people avoided SPACs instead of avoiding COVID vaccines, the US would be both wealthier a
Politics, vaccination resistance and the Delta variant; US economic recovery update; big tech relia
COVID and the Delta variant; the Fed as firefighter and arsonist; US-China economic divorce picks up
Every two years, we take a close look at the performance of the private equity industry given its ri
Absent decarbonization shock treatment, humans will be wedded to petroleum and other fossil fuels fo
Biden goes for broke on growth, driving coincident and leading indicators to all-time highs; the Val
If long-term US interest rates stay below 2%, that’s a great sign for equity investors. But if they
Short stories on the global recovery, plummeting COVID infections, Larry Summers & the bond market,
In this month’s note, we look first at the SPAC capital raising boom. Our main focus: returns to dat
Equity markets are flying. So is COVID. So are corporate reactions to Congressional objectors.
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