Market Outlook: AI productivity gains remain the next test for stocks - BNN Bloomberg

Geopolitical tensions, tariff threats and inflation concerns continue to create uncertainty for investors. Yet markets have largely remained focused on underlying economic fundamentals, particularly growing business investment tied to artificial intelligence. BNN Bloomberg spoke with David Onyett-Jeffries, economist and portfolio manager at Guardian Capital LP, who said investors are increasingly looking beyond headline-driven volatility and assessing whether AI-related spending and broader economic momentum can continue supporting growth. Key Takeaways Markets are becoming less reactive to ge…