Thoughts on the Market

A Narrower Path for Growth and Stability

A Narrower Path for Growth and Stability

AI Boom Faces a Higher-Yield Roadblock

The Missing Piece in Latin America’s Bull Case

What to Expect From the UK Budget

Asia Fixed Income Needs a Bigger Map

The Politics of Powering AI

Will High Yields Crack the Market’s Resilience?

High Mortgage Rates and a Stuck Housing Market

Will Midterms Test the AI Investment Cycle?

Japan’s Banks Enter a New Era of Opportunity

Canada’s Next Growth Phase

The Tension Between Equities and Bonds

How AI and Tokenization Could Reshape Wealth Management

4 Market Signals Ahead of the Midterms

China’s $12 Trillion Manufacturing Upgrade

The Stock Market’s Bad Breadth

AI Meets the Physical Economy

The Global Diesel Problem

The Unexpected Investment Case for AI Safety

Why Central Banks Are Raising Rates Again

Market Resilience Isn’t Complacency

Trump-Xi Talks Put Trade and Tech in Focus

Why the Fed May Have Further to Go

One Fed Hike—Or More to Come?

The Mid-Cycle Shift Equity Investors Shouldn’t Miss

Patients Are Taking the Driver's Seat in Healthcare

Why the Middle-Class Squeeze Is Getting Worse

The Fed, Football and the Price of Ambiguity

Can the AI Spending Boom Pay Off?

AI Debt Starts Moving the U.S. Treasurys Market

What Could Shake Up Markets in September?

Why Oil Prices Could Rise to $100 Again

3 Policy Catalysts to Watch This Fall

The $33 Billion AI Security Opportunity

From Coffee to Cans: A U.S. Caffeine Shift

The Politics Behind the Rising U.S. Debt

Jackson Hole Tests the Fed’s Framework

When Does Higher U.S. Debt Start to Matter?

Measuring the Market’s Megatrends

Markets Faces Hotter, Shorter Cycles

Shifts in Credit Markets for the AI Buildout

The New Map of AI Power

El Niño’s Ripple Effects on Markets

Korean Stocks: From Correction to a Healthy Recovery

When AI Takes Over Shopping Carts

The UK Has a Better Story to Tell

Robotaxis’ $1 Trillion Opportunity

The Potential Way Forward for the U.S.-Iran Standoff

‘Show Me the Money,’ Market Tells Companies

How AI Could Simplify the Mortgage Market