J.P. Morgan Global Strategist on A.I., a Recession, and the Fed

2024-04-02

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This week we are honored to have Stephania Aliaga join the Market Moment. Stephanie is a Global Market Strategist on the J.P. Morgan Asset Management Market Insights Team based out of New York. Stephanie helps formulate and communicate economic views, deliver timely commentary and maintain forecasting models for weekly submissions to Bloomberg and the Wall Street Journal. She is also responsible for publications such as the Guide to the Markets, On the Minds of Investors blog, and serves on t...

This week we are honored to have Stephania Aliaga join the Market Moment. Stephanie is a Global Market Strategist on the J.P. Morgan Asset Management Market Insights Team based out of New York. Stephanie helps formulate and communicate economic views, deliver timely commentary and maintain forecasting models for weekly submissions to Bloomberg and the Wall Street Journal. She is also responsible for publications such as the Guide to the Markets, On the Minds of Investors blog, and serves on the committee that produces the Long-Term Capital Market Assumptions underpinning J.P. Morgan’s strategic asset allocation process. In her research, Stephanie has homed in on issues related to the US economy and artificial intelligence.

Stephanie, Matt and Lee delve into the global market outlook for the remainder of 2024, particularly focusing on equity and fixed income markets after record highs in the first quarter. We analyze the shifting role of artificial intelligence (AI), once dominant in 2023, and explore its current status and potential future impact on markets, drawing parallels with the tech bubble of the 90s and assessing its longevity.

Additionally, they discuss the implications of AI on the average person and whether big names today may fade away within the next decade. Amidst concerns of a looming recession that dominated 2023, they question whether we've truly moved past this economic uncertainty or if it's just the calm before the storm.

Furthermore, they speculate future rate cuts and examine the insights of its CEO, Jaime Dimon, whose remarks carry significant weight in market analysis, particularly in light of his past predictions about the stock market bottom in 2020 and recent cautionary statements regarding the outlook of the US economy, hinting at potential pitfalls that warrant our attention.

We love your comments and questions! Feel free to send them to TheMarketMoment@mach1fg.com or by commenting on our YouTube version of the podcast. Thanks for listening!

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