Fresh perspectives on economic trends and events impacting the global markets.
A rate cut, which markets are pricing in despite Fed member differences, and an expected improving economy in 2026, could support stocks.
We believe global equities may continue to rise in the new year, and we expect new opportunities to be unlocked as market leadership evolves.
Get insight on the recent sell-off in the artificial intelligence trade, the potential for a Santa Claus rally, and the K-shaped economy.
It’s the time of year to reflect on what we’re thankful for. Resilient growth and strong corporate earnings are among the many positive investing stories.
The downturn was concentrated in mega-cap growth stocks, even though many had strong earnings. We see it as skepticism about lofty valuations.
Today’s artificial intelligence trade isn’t a bubble yet, in our view, but the best potential opportunities in stocks may be outside of mega-caps.
A US-China trade truce provides temporary relief for global supply chains, while the Federal Reserve asserts its independence.
While the one-off inflation report from the Bureau of Labor Statistics showed a 3% rise over the past year, we still expect rate cuts to continue.
It’s hard to escape talk of an “AI bubble,” but there are key differences between today’s artificial intelligence spending and the tech bubble of the late 1990s.
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