Stephen Parker

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.

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.

Norman Roule, Middle East security expert, breaks down strikes, IRGC capacity and regional escalation risks. Stephen Parker, macro strategist at J.P. Morgan, debates market complacency, tech and dollar leadership, and range-bound rates. Francisco Blanch, commodities head at BofA, maps oil price scenarios, refinery and Strait of Hormuz risks and likely stockpiling trends.