Michael Cembalest
PersonRelationship Network
Event Timeline
| Connected Entity | Relationship Type |
Strength
(mentions)
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Documents | Actions |
|---|---|---|---|---|
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person
J.P. Morgan
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Employment |
6
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2 | |
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organization
J.P. Morgan
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Employment affiliation |
5
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1 | |
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person
J.P. Morgan
|
Employment affiliation |
5
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1 | |
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person
J.P. Morgan
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Employee |
3
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3 | |
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person
Vaclav Smil
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Professional |
1
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1 |
| Date | Event Type | Description | Location | Actions |
|---|---|---|---|---|
| 2012-01-01 | N/A | Annual energy discussion with Vaclav Smil | Unknown | View |
| 2011-07-25 | N/A | Publication of 'Eye on the Market' report. | N/A | View |
| 2011-07-25 | N/A | Publication of J.P. Morgan 'Eye on the Market' report. | N/A | View |
HOUSE_OVERSIGHT_025246.jpg
This document is page 5 of a J.P. Morgan 'Eye on the Market' report dated April 9, 2012, authored by CIO Michael Cembalest. The report discusses US market valuations (P/E multiples) and expresses significant concern regarding Spain's economic stability compared to other European nations like Greece and Ireland. The document bears a Bates stamp 'HOUSE_OVERSIGHT_025246', indicating it was obtained during a House Oversight Committee investigation, likely regarding J.P. Morgan's internal records.
HOUSE_OVERSIGHT_025240.jpg
This document is a page from a 2012 J.P. Morgan market commentary authored by Chief Investment Officer Michael Cembalest. It presents a table comparing Spain's economic distress indicators against other European nations (Greece, Ireland, Portugal, Italy), identifying which countries are in 'worse shape' regarding specific metrics like debt and unemployment. The document includes citations for economic reports from 2010-2012 and standard legal disclaimers; while it bears a 'HOUSE_OVERSIGHT' Bates stamp suggesting it was part of a government production (possibly related to the Epstein investigation into J.P. Morgan), the content itself is purely macroeconomic analysis.
HOUSE_OVERSIGHT_025227.jpg
This document is a market commentary by Michael Cembalest, Chief Investment Officer at J.P. Morgan, discussing the state of financial markets, economic challenges, and investment strategies in 2011. It highlights issues like European sovereign risk, weak labor compensation, political divides, and inflation risks, emphasizing the importance of realistic market assessment and identifying opportunities amid economic difficulties, while also providing disclaimers about the nature of the commentary and J.P. Morgan's services.
HOUSE_OVERSIGHT_025225.jpg
This J.P. Morgan 'Eye on the Market' report from July 25, 2011, discusses US debt ceiling negotiations, a European bailout plan, and the attractiveness of large-cap growth stocks. Authored by Michael Cembalest, Chief Investment Officer, it highlights positive Q2 earnings in the US and presents historical free cash flow data for large-cap growth stocks. The document also includes disclaimers about the nature of the market commentary and investment services provided by J.P. Morgan.
HOUSE_OVERSIGHT_025220.jpg
This document is a general market commentary and disclaimer from J.P. Morgan Chase & Co. and its affiliates, dated 2011. It outlines the nature of the information provided, investment risks, and disclaims tax advice, concluding with a confidentiality notice for the email and a link to full disclosures.
HOUSE_OVERSIGHT_025219.jpg
This document analyzes the European financial situation, criticizing EU bank stress tests and policy moves towards federalization, while pivoting to investment advice favoring US large cap growth stocks due to attractive valuations. It also reviews the Q2 US earnings season, noting positive results but flattening growth expectations, and includes a critical quote from Bundesbank President Weidmann regarding Euro area risk sharing.
HOUSE_OVERSIGHT_024201.jpg
This document is page 8 of a J.P. Morgan 'Eye on the Market' report dated October 22, 2012, containing standard legal disclaimers and regulatory disclosures for various international jurisdictions including the UK, Hong Kong, Singapore, and Latin America. It identifies Michael Cembalest as the source of opinions within the report and outlines limitations regarding tax advice and FDIC insurance. The document bears a 'HOUSE_OVERSIGHT' Bates stamp, indicating it was produced as part of a congressional investigation, likely related to the Epstein inquiry involving J.P. Morgan.
HOUSE_OVERSIGHT_024200.jpg
This J.P. Morgan market commentary from October 2012 discusses global energy developments, specifically China's strategic relationship with Iran and the struggles of the electric car industry. It details failed projections for EV adoption, manufacturing setbacks for companies like Toyota, Fisker, and A123 Systems, and provides a biography of energy scholar Vaclav Smil alongside a list of sources.
HOUSE_OVERSIGHT_024194.jpg
A J.P. Morgan 'Eye on the Market' newsletter dated October 22, 2012, authored by Michael Cembalest. The document provides market updates on global GDP, US tax proposals (Obama vs. Romney), Chinese manufacturing, and European financial markets. It features a discussion with energy expert Vaclav Smil regarding energy independence initiatives in 2012. The document bears a House Oversight Committee Bates stamp (HOUSE_OVERSIGHT_024194), indicating it was likely produced as part of the congressional investigation into J.P. Morgan's relationship with Jeffrey Epstein, although the content itself is standard market analysis.
HOUSE_OVERSIGHT_024134.jpg
This document is a market commentary from J.P. Morgan dated March 15, 2012, discussing economic data trends in the US, China, and Europe. It specifically analyzes China's economic slowdown and stimulus measures, presenting charts on various indicators like loans, CPI, sales, and production to argue that a 7-8% growth target remains achievable. It also includes quotes, definitions, and a detailed legal disclaimer.
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