AI Trade is Very Early: Dudley

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Katrina Dudley, Senior Investment Strategist at Franklin Templeton, believes the AI trade is still in its early stages and the Federal Reserve will not cut interest rates in December.

Market Impact

Market impact analysis based on bearish sentiment with 69% confidence.

Sentiment
Bearish
AI Confidence
69%

Article Context

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Katrina Dudley, Senior Investment Strategist at Franklin Templeton Public Markets, says the AI trade is still very early and she also believes the Federal Reserve will not cut rates in December. She speaks to Bloomberg's Dani Burger and Matt Miller on "Open Interest." (Source: Bloomberg)

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Original article published by Bloomberg on November 12, 2025.
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