JPMorgan’s Gabriela Santos said AI is helping prop up the economy, while noting the labor market is weaker than headline data suggests. She also said the AI trade has broadened beyond big tech and that markets continue to rally despite global uncertainty. The piece is mainly interpretive commentary, with limited immediate price impact.
JPMorgan’s Gabriela Santos said AI is helping prop up the economy, while noting the labor market is weaker than headline data suggests. She also said the AI trade has broadened beyond big tech and that markets continue to rally despite global uncertainty. The piece is mainly interpretive commentary, with limited immediate price impact.
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