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Zoom Room

26/05/2020

Michael Cembalest

In this week’s Eye on the Market, we review topics from our recent client Zoom calls:

  • The risk of inflation
  • COVID news of the week: US spending rebound, Europe, Second Waves and Oxford vaccine Phase II/III trials
  • The debate on whether lockdowns help or hurt: be careful what you read
  • The exploding US Federal debt and the Eisenhower blueprint
  • Biden’s taxation and spending agenda

Continue reading

26/05/2020

Listen to the audio file or subscribe to the podcast to get the latest updates.

LISTEN AND SUBSCRIBE TO MICHAEL CEMBALEST

In this podcast series, Michael Cembalest, Chairman of Market and Investment Strategy offers timely commentary on the economy, marekts and investment portfolios
 

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Read more by Michael Cembalest
J.P. Morgan Asset Management

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