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Sep 1, 2026 - 31:32
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Eye On The Market by Michael Cembalest
Every summer, I answer questions from the Eye on the Market client mailbag. View video here
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Sep 1, 2026 - 31:32
Over the last year, the Eye on the Market included views on sectors, rates and currencies. For this back-...

Aug 12, 2026 - 20:17
The Year of the Trojan Fire Horse: China’s imbalanced economy and unrelenting mercantilism While there’s...

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...

Jun 23, 2026 - 34:49
Semiquincententacles: The US grip on markets on the 250th anniversary of the Declaration of Independence...

May 26, 2026 - 27:16
The new Fed chair Kevin Warsh, like Kevin McCallister in Home Alone, faces a lonely vigil: survive until...

May 4, 2026 - 30:43
Abandon Ship! Topics: midterm elections, Spring thaw in US economic data, Strait of Hormuz oil rationing...

Apr 6, 2026 - 18:17
Salem’s Lot: an update on the Gulf War. Topics include international commodity price pass-throughs to the...

Mar 3, 2026 - 39:43
Fighting Words. This year we look at energy arguments, battles and debates: the impact of data centers on...