Watch out, a new JPMorgan report warns, signs of “financial overheating” are everywhere. These extreme conditions are not just visible in asset prices, but also as a technical wave of intelligent machines that for the first time in history could replicate the human brain. What should investors do? Jan Loeys, head of asset allocations and alternative investments for the global bank, maps out three paths for investors to follow, with a hedging strategy being most prudent.
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The growth trade might have more legs, but signs of economic overheating are on the radar
With the world “comfortably in the growth trade,” which is “a full-fledged and globally synchronized move up in growth optimism,” Loeys...

