According to JPMorgan Chase strategist Grace Peters, global fragmentation, artificial intelligence, and inflation are shaping markets, with recent geopolitical events heightening these trends. While stock markets trade near all-time highs, companies’ increased capital expenditures justify current valuations. In the latest earnings season, corporate spending outside AI investments grew 12%, driven by national security demands, Peters said. She noted that investors should neither overreact to short-term news nor underestimate structural shifts occurring beneath market surfaces.
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