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Executive Summary: European leaders’ annual meeting in Belgium yielded a plan to increase Europe’s global competitiveness: One Market, One Europe. William discusses the pressures that have steeled leaders’ determination to unite the member countries into a single market, the three
Executive Summary: From AI-phoria to AI-phobia: Jackie reports on the recent shift in investors’ attitudes toward artificial intelligence. Its vast disruptive potential is akin to the Internet’s, dislodging some companies from their market positions and catapulting others into new spaces.
Executive Summary: With a huge snap election victory behind her, Japan’s Prime Minister Sanae Takaichi effectively has a political mandate to run with her fiscal stimulus plans, plans that the Bond Vigilantes won’t condone. William discusses the high-stakes gambit being
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Short-form takes on current market events.
This holiday-shortened week could be a pivotal one for investors trying to gauge the outlook for Fed policymaking. Highlights include a first estimate of Q4-2025 real GDP (Fri), December PCED inflation (Fri), February consumer sentiment (Fri), and the minutes
I. Overview On long car rides, the kids in the backseat often ask their parents, “Are we there yet?” That’s the question investors are asking about inflation: “Are we at the Fed’s 2.0% inflation target yet?” Our answer: “Not quite,
Technological innovations tend to be disruptive and dynamic. That’s especially true with AI, which has the potential to disrupt itself, as evidenced by its ability to write software code, including AI code. So it can feed on itself, with
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