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Markets and Economy
The blue wave is changing the AI trade
Nov 06, 2026
Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.
Markets and Economy
Nov 04, 2026
Several major central banks around the world have raised interest rates in 2026, including the Bank of Japan, European Central Bank and others. Learn how global tightening can affect yields, costs and portfolios.
Markets and Economy
How do midterm elections affect the stock market? What history shows
Nov 02, 2026
How do midterm elections affect the stock market? Explore historical returns, election-year volatility and what investors should know ahead of the 2026 midterms.
Markets and Economy
Jumping hurdles: The race to year end
Oct 30, 2026
Despite a crowded risk calendar, breadth and historical outperformance set the U.S. stock market up for outsized returns after the midterm elections.
Markets and Economy
Kevin Warsh vows ‘no ifs, ands or buts’ on delivering price stability as Fed holds rates in October
Oct 28, 2026
The Fed held rates steady in October, but the inflation fight isn’t over. Key takeaways for investors on what it means for borrowing costs, cash yields and markets.
Markets and Economy
AI spending is booming. So why isn’t the US economy growing faster?
Oct 28, 2026
AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.
Markets and Economy
Brazil runoff: Lula wins a fourth term
Oct 27, 2026
The victory sets a tougher political backdrop: a right-leaning Congress and rising fiscal pressure. Markets may react negatively near term, but growth looks neutral.
Markets
Four investment trends that are changing the game in European football
Oct 26, 2026
Capital is pouring into the sport, which has become a strategic asset class with a flourishing investment ecosystem.
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