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Michael Cembalest: Data Centers Could Be a Victim of the Democratic Sweep of Congress

Ballot measures curbing data centers won, and new governors are likely to impose restrictions, says J.P. Morgan’s Cembalest.

CIO Lab: Florida

December 15, 2026 | University of South Florida

Hedge Funds Bet on Kalshi

The prediction market nearly doubled its valuation in just five months.

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The Evolving Role of Active Management in Private Equity

Agents on the Org Chart: What Asset Owners Should Ask

As managers give AI agents actual jobs, asset owners need to know what those agents can do, who watches them, and whether the kill switch works.

Related Content

Investors Are Underpricing AI’s Political Risk, Xponance Warns

James Comtois

The Future of Data Centers: Trends, Challenges and Real Estate Opportunities

J.P. Morgan’s Michael Cembalest: Bubble or Not, AI Is Starting to Transform Industries

Michelle Celarier

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How the Fed Usually Handles Rates Near an Election

The Fed raised rates in September, and its next meeting is just six days before the midterms. What does history say about a potential rate move?

What Could Be Next for the U.S. Dollar?

The U.S. dollar has consistently underperformed emerging market currencies this year. Could a move to the upside be ahead?

Can South America Supply the Minerals America Needs Most?

South America holds roughly 60% of the world's lithium reserves, and a new $12 billion U.S. program is moving to secure them. What could Project Vault mean for global critical mineral supply chains?

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Endowments & Foundations Roundtable West

February 8-10, 2027 | Fairmont Scottsdale Princess

1270 Avenue of the Americas, Suite 1120

New York, NY 10020

 

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