The AI Boom Hits the Bond Market

JP Morgan's Gabriela Santos says AI remains the biggest theme in global markets—but investors may be dangerously concentrated. She explains why recurring AI selloffs are inevitable, where investors can still find diversification, and how massive tech borrowing is quietly extending AI risk from stocks into bonds.

Source: Bloomberg Markets and Finance

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Category General

Source Bloomberg Markets and Finance

Published 1 month ago

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News ID #7,793

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