Latest CPI Report Is a Huge Relief for Investors, Says Santos of JPM Asset Management

Gabriela Santos, Chief Market Strategist for the Americas at JPMorgan Asset Management joined Bloomberg Open Interest to explains why the latest CPI report could keep the Fed on hold, why AI infrastructure spending is squeezing software companies and why investors should stay selective as AI stocks become more volatile. She also breaks down what upcoming tech earnings could mean for the next move in markets. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news   More from Bloomberg: Bloomberg Radio:   / bloombergradio   Bloomberg Surveillance:   / bsurveillance   Bloomberg Politics:   / bpolitics   Bloomberg Originals:   / bbgoriginals   Watch more on YouTube: Bloomberg Technology:    / @bloombergtechnology   Bloomberg Originals:    / @business   Bloomberg Quicktake:    / @bloombergquicktake   Bloomberg Espanol:    / @bloomberg_espanol   Bloomberg Podcasts:    / @bloombergpodcasts  

Chip Stocks Sink on Inflation Surprise | The Close 7/15/2026
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Chip Stocks Sink on Inflation Surprise | The Close 7/15/2026

John Mearsheimer: "Trump Must Concede Defeat" In Iran Conflict | US-Iran Crisis Explained| EXCLUSIVE
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John Mearsheimer: "Trump Must Concede Defeat" In Iran Conflict | US-Iran Crisis Explained| EXCLUSIVE

Warren Buffett: Ended Gates donations to give more to my children, not because of Epstein ties
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Warren Buffett: Ended Gates donations to give more to my children, not because of Epstein ties

US CPI Falls for the First Time Since 2020, Core Gauge Flat
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US CPI Falls for the First Time Since 2020, Core Gauge Flat

IBM Vice Chairman Gary Cohn: Our software is not being disrupted by AI
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IBM Vice Chairman Gary Cohn: Our software is not being disrupted by AI

US Trade Rep. Greer on China Relations and Section 301 Tariffs
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US Trade Rep. Greer on China Relations and Section 301 Tariffs

BlackRock CEO Larry Fink: I'm very bullish on the markets over the next 12 months
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BlackRock CEO Larry Fink: I'm very bullish on the markets over the next 12 months

Warsh Says Fed Has ‘No Tolerance’ for Elevated Inflation
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Warsh Says Fed Has ‘No Tolerance’ for Elevated Inflation

JPMorgan CEO Announces $24M Investment to Strengthen U.S. Defense Industry at CNBC Interview | AC1N
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JPMorgan CEO Announces $24M Investment to Strengthen U.S. Defense Industry at CNBC Interview | AC1N

Stocks Lack Conviction Despite Strong Bank Results | Closing Bell
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Stocks Lack Conviction Despite Strong Bank Results | Closing Bell

AI Bubble Will Burst Eventually Says Bridgewater's Ray Dalio
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AI Bubble Will Burst Eventually Says Bridgewater's Ray Dalio

David Solomon Joins CNBC to Discuss 2Q Earnings, the Deal-Making Environment, and AI
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David Solomon Joins CNBC to Discuss 2Q Earnings, the Deal-Making Environment, and AI

There's no way this bond market can fund the markets' needs without higher yields: Mohamed El-Erian
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There's no way this bond market can fund the markets' needs without higher yields: Mohamed El-Erian

Why America’s Inflation Problem Isn’t Going Away
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Why America’s Inflation Problem Isn’t Going Away

Hugging Face's CEO on why companies are done renting their AI | Equity Podcast
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Hugging Face's CEO on why companies are done renting their AI | Equity Podcast

She Manages $8.2 Billion — Here's What She's Buying (and Refusing to Touch)
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She Manages $8.2 Billion — Here's What She's Buying (and Refusing to Touch)

Core inflation falls for the first time in six years | Morning Bid
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Core inflation falls for the first time in six years | Morning Bid

Is an MBA Still Worth the Debt? Scott Galloway Breaks Down the Numbers | Office Hours
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Is an MBA Still Worth the Debt? Scott Galloway Breaks Down the Numbers | Office Hours

It was a 'huge mistake' for me to come on CNBC and talk about SPACs, says Chamath Palihapitiya
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It was a 'huge mistake' for me to come on CNBC and talk about SPACs, says Chamath Palihapitiya

AI-Fueled Rally to Continue Into 2027, Analyst Luria Says
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AI-Fueled Rally to Continue Into 2027, Analyst Luria Says