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Home Alone: inflation and the new Fed chair; investing in China’s AI ecosystem; Prediction markets artwork
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Home Alone: inflation and the new Fed chair; investing in China’s AI ecosystem; Prediction markets

J.P. Morgan Eye on the Market by Michael Cembalest

May 26, 202627:16Business

The new Fed chair Kevin Warsh, like Kevin McCallister in Home Alone, faces a lonely vigil: survive until the adults get home again. The latest on inflation, rising Treasury yields, shrinking equity risk premia and pressu...

About This Episode

Home Alone: inflation and the new Fed chair; investing in China’s AI ecosystem; Prediction markets is an episode from J.P. Morgan Eye on the Market by Michael Cembalest. The new Fed chair Kevin Warsh, like Kevin McCallister in Home Alone, f...

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Episode Details

Published May 26, 2026, 27:16 long, audio available.