This document is a market commentary by J.P. Morgan's Chief Investment Officer, Michael Cembalest, discussing geopolitical risks in the Middle East and their impact on portfolios. It covers topics such as energy risks, oil supply and demand dynamics, and the implications of geopolitical events on the global economy. The commentary also includes insights from Bernard Lewis on the political landscape in the Middle East and discusses the potential for higher oil prices due to geopolitical instability.
documents/EFTA01158320.pdf
{}