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Eye on the Market OUTLOOK 2025

The Alchemists

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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.

Read or listen to the 2025 Outlook

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About Eye on the Market

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

 
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Eye on the Market Outlook 2025 : The Alchemists

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