Radio and PodcastRadio and PodcastLive Radio & Podcasts
Eye on the Market Outlook 2026: Smothering Heights artwork
Business

Eye on the Market Outlook 2026: Smothering Heights

Eye On The Market by Michael Cembalest

Jan 1, 202635:49Business

In this year’s EOTM Outlook by Michael Cembalest, we focus on four risks: US power generation constraints, China on its own, Taiwan and hyperscaler profits. View video here

Related Episodes

Continue listening to more episodes from Eye On The Market.

Rear Window

Sep 1, 2026 - 31:32

Over the last year, the Eye on the Market included views on sectors, rates and currencies. For this back-...

The Year of the Trojan Fire Horse

Aug 12, 2026 - 20:17

The Year of the Trojan Fire Horse: China’s imbalanced economy and unrelenting mercantilism While there’s...

The Summer I Turned Pretty

Jul 22, 2026 - 35:38

I mean pretty as an adverb, as in pretty cautious on cyber risks, open and closed weight challenges to th...

Semiquincententacles

Jun 23, 2026 - 34:49

Semiquincententacles: The US grip on markets on the 250th anniversary of the Declaration of Independence...

Abandon Ship!

May 4, 2026 - 30:43

Abandon Ship! Topics: midterm elections, Spring thaw in US economic data, Strait of Hormuz oil rationing...