Bloomberg Surveillance Trump’s Pursuit of Powell Threatens to Muddle Fed Tea Leaves
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Jan 16, 2026 Stephen Parker, Co-Head of Global Investment Strategy at J.P. Morgan, discusses AI's impact on investor strategies and his bullish outlook on gold amidst inflation. Alexis Crowe, Chief Economist at PwC, highlights the need for Europe to address its pensions gap and improve investment strategies while contrasting fiscal shifts in France and Germany. Ibrahim Abari, former Citigroup economist, analyzes the dollar's resilience fueled by U.S. economic strength and warns about potential shifts in monetary policy if inflation resurfaces.
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AI Momentum Faces Skeptical Investors
- Investors question whether AI-driven equity momentum is sustainable beyond the hype cycle.
- JP Morgan sees opportunity but expects healthy skepticism and selective positioning.
Blend Passive And Active Strategically
- Use passive exposure in efficient markets and active or single-name strategies where dispersion and opportunities exist.
- Blend ETFs and active managers rather than choosing one approach exclusively.
Central Banks Driving Gold Rally
- Gold demand is rising as central banks diversify reserves and seek geopolitical diversification.
- JP Morgan targets $5,200 per ounce by year-end driven by reserve diversification and dollar weakness.