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Zack Kass, former Open AI executive, joined the Greater Possibilities to discuss the state of artificial intelligence and what the future may hold.
Despite last week’s selloff in software stocks and other momentum-driven areas, we believe the fundamental backdrop remains supportive.
We got some clarity on the two big risks we outlined in our 2026 investment outlook: Federal Reserve independence and an AI bubble.
If Kevin Warsh is confirmed as Fed chair, we don’t think he would prove as hawkish as markets seem to expect and his past actions seem to suggest.
Despite short-term market volatility, government shutdowns have tended to have little market impact on long-term investors.
Geopolitical risks have risen, but bond spreads, economic and inflation data, and the US dollar haven’t signaled any major stock market issues.
The outlook for stocks still looks promising despite headlines on Fed independence, Greenland, and ongoing geopolitical maneuvering.
The calendar flipped to a new year, but macro and market trends look largely the same: Resilience in the US economy, geopolitical shifts, and tariff talk.
The US central bank, known as the Federal Reserve System, uses interest rates and other tools to keep prices stable and employment strong.
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Insights from our income experts on investing opportunities around the globe.
Our latest thinking on opportunities and potential ways to use ETFs in a portfolio.
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