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AI Boom, Middle East Conflict & Market Risks with Stephanie Aliaga

Episode 462 Published 2 months, 1 week ago
Description

From the rapid rise of artificial intelligence to escalating geopolitical tensions, today’s market environment is being shaped by forces investors can’t afford to ignore.

In this episode of Market Moment, Lee Mackey and John Martfield are joined by global market strategist Stephanie Aliaga of J.P. Morgan to break down the biggest forces shaping today’s economy and financial markets.

From the rapid evolution of artificial intelligence to geopolitical tensions in the Middle East, this conversation explores how innovation, energy markets, and global uncertainty are influencing investors, businesses, and consumers in 2026.

 

📌 Key Topics Covered:

🎯The current state of artificial intelligence (AI) and generative AI adoption

🎯Growth of autonomous technologies like Waymo and real-world applications

🎯Risks and opportunities of AI (including hallucination rates and productivity gains)

🎯Global competition in AI: U.S. vs. China

🎯Impact of Middle East conflict on oil prices and inflation

🎯Supply chain disruptions and energy market volatility

🎯What rising gas prices mean for consumers and businesses

🎯The “K-shaped economy” and shifting consumer behavior

🎯Why entrepreneurship and younger workers may benefit from AI

 

Understanding the intersection of AI innovation, global conflict, and economic trends is critical for navigating today’s markets. This episode provides insights into how these forces may shape growth, inflation, and investment opportunities in the months ahead.

Follow Stephanie Aliaga on LinkedIn:   / stephaniealiaga   

JP Morgan’s AI Hub resource: https://am.jpmorgan.com/us/en/asset-m... 

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🍿 Watch Next:  The latest Data Brief https://www.youtube.com/watch?v=7b9hoSNkbCQ&t=1s 

 

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