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Stephen Parker
Co-Head of Global Investment Strategy at J.P. Morgan Private Bank; outlined JP Morgan's 2026 market outlook, the AI-driven investment thesis, risks around capacity/leverage/valuations, and portfolio diversification ideas.
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23 snips
Nov 17, 2025
• 26min
Bloomberg Surveillance TV: November 17th, 2025
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Torsten Slok, Chief Economist at Apollo Global Management, predicts mixed economic data post-shutdown and warns about inflation risks. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, explores how Nvidia's earnings could influence market trends and the tech sector's health amidst consumer struggles. Terry Haines, Founder of Pangaea Policy, discusses the U.S. strategy for leveraging trade negotiations with China and India, particularly regarding Russia sanctions. Stephen Parker from J.P. Morgan offers insight on the AI-driven investment landscape and portfolio strategies for inflationary pressures.
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