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Eye on the Market Outlook 2025 : The Alchemists

Deregulation, deportations, tariffs, tax cuts, cost cutting, crypto, oil & gas, medical freedom and Agency purges: What could possibly go wrong? Sections include the AI Golden Goose, the invisible nuclear renaissance, DOGE Quixote, the two China traps, Dr. Seuss goes to Europe, a crypto update and the 2025 Top Ten list.

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Special reports

  • Annual Outlook
  • Energy Outlook
Annual Outlook

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

Growing Pains: Renewable Transition in Adolescence

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2022 Annual Energy Paper

Accessible PDF

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2021 Annual Energy Paper

Accessible PDF

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