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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

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          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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