We get selective in artificial intelligence names, moving toward beneficiaries
outside the tech sector. We look for quality in bonds after a sharp yield drop. U.S. stocks fell last week as recession fears and other factors shook markets. U.S. Treasury yields slid as markets priced in sharp Federal Reserve rate cuts. The U.S. CPI data this week will show whether services inflation is still cooling. We think the jobs data show market expectations for Fed rate cuts are overdone.
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