Michael Cembalest

By now, anyone watching markets for more than a few months knows the truth: short-term market moves are anyone’s guess, but over the long haul, valuation is destiny. When it comes to long-term opportunities in the market indexes, you’ve got to get under the hood of sentiment, valuation...

Supply chain issues have been in the news for months. From rising prices to concerns about out-of-control inflation, disruptions in the supply chain have been cited as one of the main causes for those issues. What Happened: JPMorgan Chase & Co (NYSE: JPM) recently produced a...