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JPMorgan’s David Kelly Says AI Boom Will Refuel Risk Rally

Bloomberg

BusinessBloomberg·Jun 17, 2026·1 min read

JPMorgan’s David Kelly Says AI Boom Will Refuel Risk Rally

JPMorgan Chase & Co.’s asset-management arm is urging investors to stick with the risk rally in the second half of 2026, arguing that an AI investment boom and resilient consumers should keep the expansion intact despite persistent inflation and a Federal Reserve on hold.

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