AI doubts, oil fears and a defining week ahead

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Markets are pulling investors in several directions at once. Strong US economic data is colliding with growing questions over AI spending, while French bond markets have seen historic moves and Middle East tensions have pushed oil prices sharply higher. In Brazil, Lula's surprise election victory is a market earthquake. It promises to be a critical week, with the Fed, ECB and BoJ all set to meet, while companies including Alphabet, Eli Lilly and BP provide fresh guidance. We also hear from…