Printer Friendly Version Artificial intelligence (AI) makes daily headlines, and investors are questioning if businesses’ AI-related investment can continue at this pace. The money spent on data centers, software, and other AI-related investments reveal the structural...
Printer Friendly Version There was no shortage of headlines on both the micro and macro levels last week. Earnings season ramped up as nearly half of the S&P 500’s market cap reported third quarter (Q3) results, including a handful of mega cap companies. Monetary...
Printer Friendly Version With the stock market in record-high territory and up about 35% off the April lows, market participants clearly haven’t been too scared lately. But that doesn’t mean there aren’t plenty of things to worry about. Just because risks haven’t...
Printer Friendly Version In corporate credit markets, early indicators of stress often emerge subtly — not through dramatic dislocations, but through nuanced shifts in borrower behavior and market dynamics. Much like canaries in coal mines once signaled invisible...
Printer Friendly Version Sunday, October 12 marked the third anniversary of this bull market. Three years ago, the S&P 500 closed at 3,577 as investors feared inflation would become entrenched after wholesale prices unexpectedly accelerated. After a sharp sell-off...
We believe corporate America will follow up an outstanding second quarter earnings season with another good one in the third quarter. Support from a resilient economy, tariff mitigation measures, artificial intelligence (AI) investment, and currency should offset...
