News

By now, anyone watching markets for more than a few months knows the truth: short-term market moves are anyone’s guess, but ...
Last month, Cembalest said the stock market “cannot be indicted, arrested or deported; it cannot be intimidated, threatened ...
JP Morgan CEO Jamie Dimon warns of “considerable turbulence” and a 50% chance of US recession as Trump’s tariffs fuel ...
Global stock markets have been on a rollercoaster ride following last week’s surprise tariff announcement and the abrupt ...
The head of the world’s largest asset manager has warned the US may already be in recession amid Donald Trump’s escalating ...
White House insists countries need US markets to survive as ‘phones ringing’ to make trade deals - The share markets reacted ...
A J.P. Morgan senior analyst once hailed as "one of our firm's great thinkers" by Chief Executive Officer Jamie Dimon has admitted self-censoring his investor notes and presentations over fears of the ...
A JPMorgan Asset Management strategist, Michael Cembalest, revealed he's been cautious in his public statements about U.S. tariffs due to potential repercussions for his colleagues and the bank. He ...
On Monday, before Donald Trump pivoted on tariffs, Michael Cembalest ended a 45-minute client presentation about the levies with a caveat. After calling the president’s plan a “sledgehammer, brute ...
Well-respected senior analyst's loud silence in a commentary on tariffs reflects broader climate of preemptive caution ...
(Source: Bloomberg, Financial Sense Wealth Management) A recent presentation by Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan, sheds light on what Trump is trying to ...