Capital markets perspective: Great expectations For markets, the brutal calculus of expectations-versus-reality arguably matters even more than it does for football fans.
Capital markets perspective: Shout-out to the jump-scare Markets have been startled in recent days by AI engines overseas and U.S.-imposed tariffs.
Capital markets perspective: This is a test AI models overseas put markets to the test in anticipation of interest rate decisions and earnings reports.
Capital markets perspective: Warming up The economy is warming up a little, but only a little, and mostly in just the right places.
Capital markets perspective: The boys of summer Is inflation making a comeback? Though generally moving in the right direction, economic variables likely won’t continue in a straight line to play out the season.
December market recap: Recalibrating expectations As the year came to a close, December brought a recalibration of investor expectations, primarily driven by the Fed’s quarter point rate cut around mid-month.
Capital markets perspective: Winning back-to-back-to-back A three-peat is a rare accomplishment for markets. As we start 2025, we’re watching a legitimate set-up for another potential three-peat congeal.
Capital Markets Perspective: Don’t blame Santa Santa Claus may not have arrived to rally and instead, U.S. consumers and the economy may be responsible for the coal in socks this year.
Capital markets perspective: Watch your knees Vivid metaphors from the latest Federal Reserve press conference tee up the week.
Artificial Intelligence demand boosts Broadcom to trillion-dollar club Chip maker Broadcom recently became the newest member of the trillion-dollar market-cap club thanks to booming demand for artificial-intelligence processors.
Capital markets perspective: Mixed signals While confidence is still there, inflation fears persist, and the Fed’s rate-cutting decision day is the biggest thing to watch for this week.
Private equity’s plate is full: Subs, gyms and beyond Private equity (PE) firms are feasting on opportunities in consumer-facing industries, carving out high-profile deals that reshape everything from how Americans dine to how they exercise and find childcare.
