Headlines
Bloomberg MarketsUS Missile Stockpiles Under PressureBloomberg MarketsSEC’s Semiannual Reporting Plan Prompts Accounting Board ReviewBloomberg MarketsCanada’s Well Health Preps C$150 Million High-Yield Bond SaleBloomberg MarketsSenegal’s Political Rupture Raises Risk of Debt Reprofile, Says CitibankBloomberg MarketsYour ETF of the Moment: Winning Big With ‘Trump Accounts’Bloomberg MarketsPepsiCo Up on Earnings; Costco Moves on Comparable Sales Miss | Stock MoversFederal ReserveFederal Reserve Board issues enforcement action with TS Banking Group, Inc. and TS Contrarian Bancshares, Inc.Bloomberg MarketsBloomberg Surveillance 7/9/2026Bloomberg MarketsTeraWulf Eyes $3.5 Billion for Anthropic-Leased Data CenterBloomberg MarketsCFTC Blocks for Now CME’s Plan to Offer 24/7 Oil FuturesBloomberg MarketsMerz’s Reforms for Germany Get Fitch Cheer But No Big ApplauseBloomberg MarketsRepricing of 30-Year Treasury Yield Has Just Begun, PGIM’s Peters SaysBloomberg MarketsHormuz Ship Insurance Demand Drops as Owners Get NervousBloomberg MarketsBrazil Miner Vale Facing Scrutiny Over Chair’s Exit CompensationBloomberg MarketsScotiabank Re-Enters Precious Metals Business It Exited in 2020Bloomberg MarketsUS Missile Stockpiles Under PressureBloomberg MarketsSEC’s Semiannual Reporting Plan Prompts Accounting Board ReviewBloomberg MarketsCanada’s Well Health Preps C$150 Million High-Yield Bond SaleBloomberg MarketsSenegal’s Political Rupture Raises Risk of Debt Reprofile, Says CitibankBloomberg MarketsYour ETF of the Moment: Winning Big With ‘Trump Accounts’Bloomberg MarketsPepsiCo Up on Earnings; Costco Moves on Comparable Sales Miss | Stock MoversFederal ReserveFederal Reserve Board issues enforcement action with TS Banking Group, Inc. and TS Contrarian Bancshares, Inc.Bloomberg MarketsBloomberg Surveillance 7/9/2026Bloomberg MarketsTeraWulf Eyes $3.5 Billion for Anthropic-Leased Data CenterBloomberg MarketsCFTC Blocks for Now CME’s Plan to Offer 24/7 Oil FuturesBloomberg MarketsMerz’s Reforms for Germany Get Fitch Cheer But No Big ApplauseBloomberg MarketsRepricing of 30-Year Treasury Yield Has Just Begun, PGIM’s Peters SaysBloomberg MarketsHormuz Ship Insurance Demand Drops as Owners Get NervousBloomberg MarketsBrazil Miner Vale Facing Scrutiny Over Chair’s Exit CompensationBloomberg MarketsScotiabank Re-Enters Precious Metals Business It Exited in 2020
Home/Bloomberg Markets
Back
MARKETS:
SPY+0.26%
DIA+0.23%
QQQ-0.14%
IWM+0.29%
GLD-0.40%
USO+1.64%
Bloomberg Marketsglobal

JPMorgan Says Everything Is an AI Trade: ‘It’s How You Play It’

Bloomberg Markets
Thursday, July 9, 2026 at 2:00 PM
~4 min read
Trade

Original Report

Investors are getting better at distinguishing between the potential risks and rewards in artificial intelligence, according to JPMorgan Asset Management’s David Lebovitz, a crucial lesson for Wall...

Investors are getting better at distinguishing between the potential risks and rewards in artificial intelligence, according to JPMorgan Asset Management’s David Lebovitz, a crucial lesson for Wall Street as AI becomes an “everywhere” trade.

Glass House Analysis

International economic policy has concrete impacts far beyond diplomatic circles. Tariffs show up in the price of goods at stores, supply chain disruptions affect whether products are on shelves, and trade tensions can mean job losses in export-dependent industries. The globalized economy means that decisions made abroad can affect workers and consumers domestically.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

Enjoyed this analysis?

Get the Glass House Briefing every morning—market news that actually makes sense, delivered free to your inbox.

No spam. Unsubscribe anytime.

More Stories

Economic Context

S&P 500
+0.26%
Dow Jones
+0.23%
NASDAQ 100
-0.14%
Russell 2000
+0.29%