The Bull of Wall Street #55 – Stephanie Aliaga, J.P. Morgan Asset Management (recorded 01/06/25)

Описание: In this episode of The Bull of Wall Street, Jim Worden sits down with Stephanie Aliaga, Global Market Strategist at J.P. Morgan, to kick off 2026 with a clear-eyed view of where the global economy and markets stand, and where the real risks and opportunities may lie.

Stephanie shares J.P. Morgan’s latest thinking on U.S. growth, inflation, interest rates, global divergence, and the key forces shaping asset allocation decisions in the year ahead. From soft-landing probabilities to policy risk, earnings durability, and investor positioning, this conversation cuts through the noise and focuses on what actually matters for advisors navigating client portfolios in 2026.

What you’ll learn:
• How J.P. Morgan is positioning for economic growth and market returns in 2026
• Why the U.S. remains resilient, and where cracks could still form
• The biggest risks investors may be underestimating this year
• How global divergence is shaping equity and fixed income opportunities
• What advisors should be watching as policy, rates, and earnings intersect

Chapters:
02:30 – J.P. Morgan’s baseline outlook for the U.S. economy
06:45 – Growth, inflation, and the soft-landing debate
11:40 – Interest rates, policy expectations, and market reactions
17:20 – Global divergence: where opportunities and risks differ
23:10 – Equity markets, earnings durability, and valuation context
29:00 – Key risks that could disrupt the 2026 outlook
34:30 – What advisors should focus on in client portfolios this year
39:15 – Final thoughts on navigating markets in 2026

Guest:
Stephanie Aliaga, Global Market Strategist, J.P. Morgan

Host:
Jim Worden, Chief Investment Officer, WCG

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