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Santos: AI Euphoria Meets Reality

Gabriela Santos, Chief Market Strategist for the Americas at JPMorgan Asset Management says the recent surge in Treasury yields looks overdone, arguing the US economy is resilient but normalizing rather than booming. She urges investors to favor high‑quality large caps over speculative AI plays, wa…

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  1. 2026-09-29 15:20 · Bloomberg AI
    Santos: AI Euphoria Meets Reality

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