Wall Street’s biggest names voice concerns about AI’s impact on markets, even as global stocks near record highs. Big investors note that AI could lift productivity, pushing the S&P 500 to 7,900 by year‑end.

KKR stresses that AI will favor equities, infrastructure, and private markets linked to stronger growth. The firm sees the technology as a hidden driver of future earnings.

Meanwhile, the ECB is expected to raise rates to 2.25%, its first hike since 2023, amid persistent energy‑driven inflation. European policymakers feel pressure to act as price gains beyond oil appear steady.

U.S. traders anticipate a Fed rate increase later this year, while bond markets keep the possibility of multiple hikes alive. These moves signal that investors are pricing in tighter monetary conditions and AI‑driven growth.