Gabriela Santos, Chief Market Strategist for the Americas at JPMorgan Asset Management says the recent surge in Treasury yields looks overdone, arguing the US economy is resilient but normalizing rather than booming. She urges investors to favor high‑quality large caps over speculative AI plays, watch leverage and stay selective in banks as secular AI forces drive market dispersion. (Source: Bloomberg)
Gabriela Santos, Chief Market Strategist for the Americas at JPMorgan Asset Management says the recent surge in Treasury yields looks overdone, arguing the US economy is resilient but normalizing rather than booming. She urges investors to favor high‑quality large caps over speculative AI plays, watch leverage and stay selective in banks as secular AI forces drive market dispersion. (Source: Bloomberg)
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