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Citi’s Aganga on AI, Markets and Inflation
Olaolu Aganga of Citi says strong earnings and attractive valuations continue to support US stocks despite recent volatility. She discusses the long-term AI investment cycle, opportunities in cybersecurity and critical metals, and why AI productivity gains are still ahead. Aganga also warns inflation could remain hotter than expected, pushing rates higher and favoring shorter-duration fixed income and gold. She speaks with Anna Edwards on Bloomberg Brief. (Source: Bloomberg)
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