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            <p>Eye on the Market</p>

            Michael Cembalest, Chairman of Market and Investment Strategy, offers timely commentary on the economy, markets and investment portfolios

            1. Institutional Investor Home
            2. Insights
            3. Market Insights

            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

            Smothering Heights

            Accessible PDF

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            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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            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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            • Markets
            • Economy