In Q2 2025, companies like Pepsi and P&G showed that the era of aggressive price hikes covering for volume declines, known as “Price over Volume” (PoV), is waning as elasticity and consumer resistance ...

For over a decade, the investing world was dominated by the gravitational pull of U.S. exceptionalism—a regime powered by world-leading tech innovation, expansive fiscal policy, a dollar-centric ...

The recent spike in U.S. 30-Year bond yields reflects investor concerns over long-term debt sustainability and fiscal policy shifts. Rising 30-Year yields in other major economies like Germany and ...

If investors had any doubts that we are still living in the era of Big Tech, the recent earnings season has decisively put them to rest. Microsoft and Meta posted blockbuster results. Amazon ...

Treasury floating rate notes (FRNs) have provided a rare pocket of stability in 2025’s volatile rate environment, offering ultra-short duration exposure without the sawtooth yield swings seen across ...

In 2025, AI systems evolved from passive models to active agents capable of executing complex, goal-driven tasks, marking a paradigm shift that reshapes productivity and enterprise strategy.

Moody’s downgrade of U.S. Treasuries to Aa1 aligns with earlier moves by S&P and Fitch and had a relatively muted market impact, with 10-Year yields finishing little changed. Despite credit rating ...

The cost of generating GPT-3.5-level AI outputs dropped 280-fold in less than two years, transforming advanced AI from a luxury tool into a mass-market utility. As inference costs plummet, a ...

First-quarter 2025 earnings from Microsoft, Alphabet, Amazon, Apple and Meta confirmed AI is not a passing trend but a structural shift, with hyperscalers boosting capex to historic highs in pursuit ...

April 2025 might be remembered not just for the policies announced, but for the ripple effects they unleashed across asset classes. It started with a bang—"Liberation Day," 1 as some called it—a ...

In 2025, a quantum chip solved a problem in minutes that would take a classical supercomputer longer than the age of the universe, signaling a seismic leap in computational power that investors must ...

Well, if we were waiting for clarity, I don't know that we got it. Right before we joined, Kevin Flanagan, our head of fixed income strategy, was referring to this as a ham-and-rye type meeting, the ...