Skip to main content
logo
  • Insights

      Liquidity Insights

      • Liquidity Insights Overview
      • Global Liquidity Investment Outlook
      • Tokenization
      • Case Studies
      • Partnership with fintechs
      • ESG Resources for Liquidity Investors
      • Leveraging the Power of Cash Segmentation
      • Cash Investment Policy Statement

      Market Insights

      • Market Insights Overview
      • Eye on the Market
      • Guide to the Markets

      Portfolio Insights

      • Portfolio Insights Overview
      • Currency
      • Fixed Income
      • Long-Term Capital Market Assumptions
      • Strategic Investment Advisory Group
    • Resources
        • MORGAN MONEY
        • Global Liquidity Investment Academy
      • About us

          About us

          Backed by $4.6T in assets, we harness our active edge to deliver timely ideas and actionable insights that empower investors to achieve what matters most.

          • Our Leadership Team
          • Diversity, Opportunity & Inclusion
        • Contact us
        • LIQUIDITY INVESTORS
          • INSTITUTIONAL INVESTORS
        You are about to leave the site Close
        J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
        CONTINUE Go Back

        <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. Home
        2. Insights
        3. Market Insights Overview

        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.

        Follow Michael on LinkedIn
        Follow Michael's podcast

        Special reports

        • Annual Outlook
        • Energy Outlook

        Smothering Heights

        Accessible PDF

        Read more

        Outlook 2025: The Alchemists

        Read more

        Outlook 2024: Pillow Talk

        Read more

        Market Outlook 2023: The End of the Affair

        Read more

        Outlook 2022 - Reflation: Endgame

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

        Read more

        Heliocentrism: Objects may be further away than they appear

        Read more

        Electravision

        Read more

        Growing Pains: Renewable Transition in Adolescence

        Read more

        2022 Annual Energy Paper

        Accessible PDF

        Read more
        • Markets
        • Economy
        J.P. Morgan Asset Management
        • Investment stewardship
        • About us
        • Contact us
        • Privacy policy
        • Cookie policy
        • Sitemap
        J.P. Morgan
        • J.P. Morgan
        • JPMorgan Chase
        • Chase

        READ IMPORTANT LEGAL INFORMATION. CLICK HERE >

        The value of investments may go down as well as up and investors may not get back the full amount invested.

        Copyright 2026 JPMorgan Chase & Co. All rights reserved.