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Latest insights

About Eye on the Market

Michael Cembalest is the Chairman of Market and Investment strategy for J.P.Morgan Asset & Wealth Management. Since 2005, Michael has been the author of Eye On The Market, which covers a wide range of topics across markets, investments, economics, politics, energy, municipal finance and more.

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Special reports

  • Annual Outlook
  • Energy Outlook
Annual Outlook

Outlook 2025: The Alchemists

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Outlook 2024: Pillow Talk

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Market Outlook 2023: The End of the Affair

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Outlook 2022 - Reflation: Endgame

A look at the consequences of reflation for equity markets that are already pricing in plenty of good news.

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Outlook 2021: The Hazmat Recovery

In response to the worst pandemic in 50 years and a country at war with itself over lockdowns, individual freedoms and election results, the Fed and Congress airdropped an unprecedented amount of stimulus with vaccine airdrops to follow.

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Energy Outlook

Heliocentrism: Objects may be further away than they appear

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Electravision

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Growing Pains: Renewable Transition in Adolescence

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2022 Annual Energy Paper

Accessible PDF

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2021 Annual Energy Paper

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