AI Infrastructure: A New Pillar of Economic Growth

In a year that could easily be defined by a few different words — including but not limited to tariffs, technology, or more broadly, uncertainty — capital markets have plugged along splendidly. Despite a near-bear market correction in April, the S&P 500 and U.S. stocks more broadly have powered higher, hurdling obstacles nearly without interruption. […]

Weekly Bottom Line

The longest U.S. government shutdown in history finally ended after 43 days. However, markets reacted cautiously, with equities generally trending lower amid a selloff in tech stocks.  Recent Fed speeches highlighted persistent caution, with several officials signaling reluctance to ease policy further. Odds of a December rate cut fell to around 50% from over 60% […]