JPMorgan Chase & Co.
The largest U.S. bank by assets, with investment banking, asset management and private banking arms under one roof. Its published thinking spans three famous franchises: the J.P. Morgan Asset Management Guide to the Markets, Michael Cembalest's Eye on the Market from the private bank, and Jamie Dimon's annual shareholder letter.
What they publish
J.P. Morgan Asset Management's quarterly chartbook of about 70 slides on equities, the economy, rates, credit, global markets and alternatives. It is the fastest way to get the current market picture onto one desk.
The annual letter from the chairman and CEO of America's largest bank, covering the firm's results, risk management, regulation and the state of the economy. It is the closest thing banking has to the Berkshire letters.
Michael Cembalest's long-running research note for J.P. Morgan's wealth clients, covering markets, economics, energy, politics and technology with dense charts and dry wit. It is freely posted, and so widely read well beyond the private bank.