Market Outlook: AI investment boom faces inflation and oil pressure - BNN Bloomberg
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Article Excerpt
Strong AI-driven business investment continues to support U.S. economic growth and corporate earnings, even as investors contend with rising energy prices, sticky inflation and higher bond yields tied to Middle East tensions. Investors are also watching whether elevated valuations leave equity markets vulnerable to renewed volatility and whether Canadian bank earnings can justify recent gains. BNN Bloomberg spoke with Michael Dehal, senior portfolio manager with Dehal Investment Partners of Raymond James, about the impact of AI investment on the U.S. economy, inflation and interest rate risks,…
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May 29, 2026
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